Data sourced from ASIC Financial Advisers Register
Financial Adviser · EDGECLIFF, NSW

Steven Stolle

9 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001262195

Steven Stolle is a financial adviser based in Edgecliff, New South Wales, with 9 years of experience in the financial services industry. Steven is currently authorised under Charter Financial Planning Limited. Steven 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Commercial Law
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Nov 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
DOVER FINANCIAL ADVISERS PTY LTD
Feb 2018 - Jul 2018 Ceased

Source: ASIC Financial Advisers Register