Financial Adviser
· MOSMAN, NSW
Anh Stelfox
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005626
Anh Stelfox is a financial adviser based in Mosman, New South Wales, with 23 years of experience in the financial services industry. Anh is currently authorised under Minchin Moore Private Wealth Pty Ltd. Anh 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 Certified Financial Planner from Financial Advice Association of Australia. Anh 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
2000
Bachelor of Commerce
Macquarie University
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd (T/A Kaplan Professional)
2012
Certified Financial Planner
Financial Advice Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register