Financial Adviser
· SURRY HILLS, NSW
Stefan James Watson Miller
No disciplinary history on record with ASIC
SURRY HILLS,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000281119
About Stefan James Watson Miller
Stefan James Watson Miller is a financial adviser based in Surry Hills, New South Wales, with 22 years of experience in the financial services industry since 2004. Stefan is currently authorised under Personal Financial Services. Stefan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stefan's qualifications include a Bachelor of Commerce from Australian National University. Stefan is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
1997
Bachelor of Commerce
Australian National University
2001
Chartered Accountant
Chartered Accountants Australia New Zealand
2006
Diploma of Financial Services (Financial Planning)
Kaplan (formerly FINSIA)
2010
Diploma of Finance and Mortgage Broking Management
South Western Institute
Registration History
Source: ASIC Financial Advisers Register