Financial Adviser · SYDNEY, NSW

Stephanie Bakis Ucchino

10 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001246326

Stephanie Bakis Ucchino is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Stephanie is currently authorised under Hillross Financial Services Limited. Stephanie 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

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

2014

Bachelor of Commerce (Commercial Law)

Macquarie University

2016

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

Certified Financial Planner

Financial Planning Association of Australia (FPA)

Registration History

Hillross Financial Services Limited

Nov 2018 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

AUSSIE WEALTH SUPER PTY LTD

Aug 2016 - Dec 2016 Ceased

Aware Financial Services Australia Limited

Sep 2014 - Jul 2016 Ceased

Source: ASIC Financial Advisers Register