Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Bill Stefani

SYDNEY, NSW
32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249956
Practice
PSK Private Wealth
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services
View practice

About Bill Stefani

Bill Stefani is a financial adviser based in Sydney, New South Wales, with 32 years of experience in the financial services industry since 1994. Bill works at PSK Private Wealth, which is licensed through Psk Advisory Services. Bill holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bill's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Bill 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

2000
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited (FAAA)
2000
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2015
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Sep 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
Jan 2004 - Sep 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register