Data sourced from ASIC Financial Advisers Register
Financial Adviser · EIGHT MILE PLAINS, QLD

Stephen Nielsen

19 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000326239

Stephen Nielsen is a financial adviser based in Eight Mile Plains, Queensland, with 19 years of experience in the financial services industry. Stephen is currently authorised under Charter Financial Planning 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 Master of Business Administration from The University of Southern Queensland. Stephen is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

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

1997
Bachelor of Commerce
Griffith University
2000
Master of Business Administration
The University of Southern Queensland
2004
Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending
MLC Limited
2016
FChFP
Financial Advice Association of Australia (FAAA)
2016
SMSF Specialist Advisor Program
SMSF Association
2020
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Mar 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Alliance Wealth Pty Ltd
Feb 2021 - Mar 2025 Ceased
GWM ADVISER SERVICES PTY LTD
Jun 2008 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register