Financial Adviser
· SUTTON FOREST, NSW
Angus Barry Stephen
No disciplinary history on record with ASIC
26
Years experience
ASIC Registered · ADV 000437418
Angus Barry Stephen is a financial adviser based in Sutton Forest, New South Wales, with 26 years of experience in the financial services industry. Angus is currently authorised under Australia National Investment Group Pty Ltd. Angus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce (Honours) from University of New England. Angus is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
1999
Bachelor of Commerce (Honours)
University of New England
2013
Accredited Listed Product Adviser Program
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
International Institute of Technology
2014
Life Risk Specialist
Financial Planning Association
2021
Ethics for Financial Services
Ethics - Deakin University
2025
Graduate Diploma Financial Planning
Kaplan
Registration History
Angus Stephen is able to provide financial advice in all knowledge areas of financial planning (excluding SMSFs) BUT aged care and credit.
LONSDALE FINANCIAL GROUP PTY LTD
This authorised representative is not authorised to provide advice in Self Managed Superannuation Funds.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register