Financial Adviser
· DAYBORO, QLD
Stephen Clifford Bratby
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000408789
Stephen Clifford Bratby is a financial adviser based in Dayboro, Queensland, with 15 years of experience in the financial services industry. Stephen is currently authorised under Cobalt Advisers 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 Business from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business
Queensland University of Technology
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2011
Margin Lending & Geared Investments
Kaplan
2013
Cavendish & ICFS Specialist SMSF
University of Adelaide
2015
Advanced Diploma of Financial Planning
Monarch Institute
2020
FPC002B
Bridging Course - Ethics - Kaplan Professional
2021
FPC001B
Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2021
FPC007B
Bridging Course - Behavioural Finance - Kaplan Professional