Financial Adviser
· BRISBANE, QLD
Stephen Welsh
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007333
Stephen Welsh is a financial adviser based in Brisbane, Queensland, with 25 years of experience in the financial services industry. Stephen is currently authorised under Tynans 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 Bachelor of Commerce from University of Queensland. Stephen is a member of CA - Chartered Accountants and Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Commerce
University of Queensland
1987
Chartered Accountant
FCA
2004
Graduate Diploma in Financial Planning
Securities Institute
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register