Financial Adviser · SYDNEY, NSW

Stephen Buhlman

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000259769

Stephen Buhlman is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Stephen is currently authorised under Walker Lane Pty Ltd. Stephen 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 FPA. Stephen is a member of Certified Financial Planner and 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

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Economics
University of Western Australia
2003
Certified Financial Planner
FPA

Registration History

Jul 2024 - Present Current
WLM FINANCIAL SERVICES PTY LIMITED
Jan 2018 - Jun 2024 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Oct 2007 - Jan 2018 Ceased
Government Debentures, Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register