Financial Adviser
· SYDNEY, NSW
Stephen James Bone
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255744
Stephen James Bone is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Stephen is currently authorised under Canaccord Genuity Financial Limited. 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 Graduate Diploma of Financial Planning from Kaplan. Stephen is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association
2017
SMSF Specialist Adviser
SMSF Association
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register