Financial Adviser
· SYDNEY, NSW
Stefan Bowden
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303355
Stefan Bowden is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Stefan is currently authorised under Findex Advice Services Pty Ltd. Stefan 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 Bachelor of Commerce major in Finance from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding SMSF's and LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce major in Finance
Macquarie University
2020
Diploma of Financial Planning FNS50615
Monarch Institute
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding SMSF's and LRBA's
MWL FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register