Financial Adviser
· NORTH SYDNEY, NSW
Jonathan Bruce Stephen
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235722
Jonathan Bruce Stephen is a financial adviser based in North Sydney, New South Wales, with 23 years of experience in the financial services industry. Jonathan is currently authorised under Stephen Financial Solutions Pty Ltd. Jonathan 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 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
Registration History
Source: ASIC Financial Advisers Register