Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Stephen Robinson

8 Years experience
Tax advice
authorised
Currently at
Mufg Retire360 Pty Limited
Parramatta, NSW
View firm profile
ASIC Registered · ADV 001269173

Stephen Robinson is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Stephen is currently authorised under Mufg Retire360 Pty Limited. Stephen holds authorisations to advise on superannuation and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce Financial Planning and Finance from University of Wollongong.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Commerce Financial Planning and Finance
University of Wollongong
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Mufg Retire360 Pty Limited
Apr 2021 - Present Current
National Australia Bank Limited
Nov 2018 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register