Financial Adviser
· ORANGE, NSW
Joanne Elizabeth Stephens
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000401068
Joanne Elizabeth Stephens is a financial adviser based in Orange, New South Wales, with 15 years of experience in the financial services industry. Joanne is currently authorised under Fortunae Pty Ltd. Joanne 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 Master of Commerce (Financial Planning) from Western Sydney University.
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
2011
Diploma of Financial Planning
Kaplan Professional Education
2012
Margin Lending
Kaplan Professional Education
2013
Graduate Certificate in Commerce (Financial Planning)
University of Western Sydney
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2016
Master of Commerce (Financial Planning)
Western Sydney University
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register