Financial Adviser
· BRISBANE, QLD
Julian William Stephenson
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271519
Julian William Stephenson is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry. Julian is currently authorised under Art Financial Advice Pty Ltd. Julian holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Julian is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2020
CFP Certification Program
Financial Planning Association of Australia
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Certified Financial Planner
Financial Planning Association of Australia
2021
Economic and Legal Context for Financial Planning
Kaplan Higher Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited