Financial Adviser
· TUGGERAH, NSW
Stephen Owen
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253077
Stephen Owen is a financial adviser based in Tuggerah, New South Wales, with 9 years of experience in the financial services industry. Stephen is currently authorised under Shartru Wealth Management 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 in Financial Planning from Securities Institute Australia (SIA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Graduate Diploma in Financial Planning
Securities Institute Australia (SIA)
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Comercial Law
Kaplan Education Pty Ltd
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register