Financial Adviser · BUDERIM, QLD

Stephanie Margaret Swift

BUDERIM, QLD
Tax advice
authorised
ASIC Registered · ADV 001323409
Currently at
Bundall, QLD (firm address)

About Stephanie Margaret Swift

Stephanie Margaret Swift is a financial adviser based in Buderim, Queensland. Stephanie is currently authorised under Alliance Wealth, operating through Es&a Financial Services. Stephanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephanie holds a Graduate Diploma of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: As a Provisional Financial Adviser, this person is not authorised to provide any type of advice in their own name. All advice presented by this Provisional Financial Adviser is prepared under supervision from the Professional Year Supervisor.

Authorised to provide tax financial advice services

Qualifications and Training

2024
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Sep 2026 - Present Current
As a Provisional Financial Adviser, this person is not authorised to provide any type of advice in their own name. All advice presented by this Provisional Financial Adviser is prepared under supervision from the Professional Year Supervisor.

Source: ASIC Financial Advisers Register