Financial Adviser
· COOTAMUNDRA, NSW
Darren Stevens
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241965
Darren Stevens is a financial adviser based in Cootamundra, New South Wales, with 25 years of experience in the financial services industry. Darren is currently authorised under Count Financial Limited. Darren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Darren is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
Australian National University
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute
2003
Graduate Diploma of Financial Planning
Securities Institute
2005
Company Directors Course Diploma
Australian Institute of Company Directors
2016
SMSF Specialist Advisor
SMSF Association
2020
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education