Financial Adviser
· SYDNEY, NSW
Stephen Perera
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000292046
Stephen Perera is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Stephen is currently authorised under Bombora Advice 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 Graduate Diploma of Financial Planning from Kaplan. Stephen is a member of 2014 Million Dollar Round Table (MDRT) 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Accounting
New South Wales TAFE
2013
Diploma of Financial Planning
International Institute of Technology
2016
Graduate Diploma of Financial Planning
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
GUARDIANFP PTY LIMITED
Superannuation excludes Income Streams and SMSF Advice excludes Limited Recourse Borrowing Arrangement advice
AAA FINANCIAL INTELLIGENCE LTD
AAA SHARES PTY LTD
Source: ASIC Financial Advisers Register