Financial Adviser
· SYDNEY, NSW
Stephen Katzenellenbogen
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297346
Stephen Katzenellenbogen is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Stephen is currently authorised under Lipman Burgon And Partners Pty Limited. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen holds a Graduate Diploma of Financial Planning from Kaplan Professional. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register