Financial Adviser
· SYDNEY, NSW
Stephen Matthew Smallcalder
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001706
Stephen Matthew Smallcalder is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Stephen is currently authorised under Blicensed 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 Science (Hons) from University of Wales, Swansea UK.
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
2002
Bachelor of Science (Hons)
University of Wales, Swansea UK
2011
Advanced Diploma in Financial Services
Kaplan
2013
Self Managed Superannuation Funds
Kaplan
Registration History
Source: ASIC Financial Advisers Register