Financial Adviser · BRISBANE CITY, QLD

Stephen James Brooke

39 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000415336

Stephen James Brooke is a financial adviser based in Brisbane City, Queensland, with 39 years of experience in the financial services industry. Stephen is currently authorised under Akumin Financial Planning 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). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Certificate IV Financial Services (Finance/Mortgage Broking)

Institute of Financial Services Inc

2010

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2013

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2013

Diploma of Finance and Mortgage Broking Management

Intellitrain Pty Ltd

2013

Self Managed Superannuation Funds

University of Adelaide

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Dec 2011 - Present Current

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