Financial Adviser · NORTH SYDNEY, NSW

Jonathan Bruce Stephen

NORTH SYDNEY, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000235722

Licensee

Stephen Financial Solutions

North Sydney, NSW (licence address on ASIC register)

View licensee

About Jonathan Bruce Stephen

Jonathan Bruce Stephen is a financial adviser based in North Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Jonathan is currently authorised under Stephen Financial Solutions. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Jonathan 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2009

Certificate IV Financial Services (Finance/Mortgage Broking)`

Intellitrain Pty Ltd

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending & Geared Investments

Kaplan Professional

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

Registration History

Stephen Financial Solutions Pty Ltd

Jan 2020 - Present Current

Financial Wisdom Limited

Sep 2012 - Jan 2020 Ceased

Madison Financial Group Pty Ltd

Mar 2010 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register