Financial Adviser
· HURSTVILLE, NSW
Stephen Peter Weinstein
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249513
Stephen Peter Weinstein is a financial adviser based in Hurstville, New South Wales, with 27 years of experience in the financial services industry. Stephen is currently authorised under Synchron Advice Pty Ltd. Stephen 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 Diploma of Financial Markets from Securities Institute. Stephen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Markets
Securities Institute
2002
Diploma of Financial Planning
Financial Advice Association Australia
2004
Self Managed Superannuation Funds
Tribeca Learning (Aust) Pty Limited
2017
Accredited Aged Care Professional
Aged Care Steps