Data sourced from ASIC Financial Advisers Register
Financial Adviser · ORAN PARK, NSW

Stephen Edward Duffy

30 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000244804

Stephen Edward Duffy is a financial adviser based in Oran Park, New South Wales, with 30 years of experience in the financial services industry. Stephen is currently authorised under Psk Advisory Services 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). 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 Margin Lending

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

1999
8 unit Diploma of Financial Planning
Financial Advice Association Australia (FAAA)
2000
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2009
ALPA Accredited Listed Product Adviser
Kaplan Professional
2015
Self Managed Superannuation Funds
Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Dec 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or derivatives
Charter Financial Planning Limited
Sep 2011 - Dec 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Professional Investment Services Pty Ltd
Dec 2003 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register