Financial Adviser
· SYDNEY, NSW
Stephen John Mason
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000257926
Stephen John Mason is a financial adviser based in Sydney, New South Wales, with 37 years of experience in the financial services industry. Stephen is currently authorised under Financial Planning Advice Australia 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 Bachelor of Business from NSW Institute of Technology. Stephen 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
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Business
NSW Institute of Technology
1991
Financial Planning Certificate
CPA
1998
Financial Plan Construction (DFP8)
Deakin University/ Financial Planning Association
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2023
TFAv1 Tax for Financial Advising
Kaplan