Financial Adviser · FORTITUDE VALLEY, QLD

Stephen Inwood

38 Years experience
Tax advice
authorised
ASIC Registered · ADV 000338948

Stephen Inwood is a financial adviser based in Fortitude Valley, Queensland, with 38 years of experience in the financial services industry. Stephen is currently authorised under Sala Financial Services 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 Master of Financial Planning from University of Sunshine Coast. Stephen is a member of Association of Independently Owned Financial Professionals (AIOFP) and 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

Authorised to provide tax financial advice services

Qualifications and Training

1985
Batchelor of Education
Queensland University of Technology
1998
Diploma of Financial Planning
Deakin University
2002
Master of Financial Planning
University of Sunshine Coast
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Feb 2018 - Present Current
LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD.
Sep 2009 - Jan 2018 Ceased
Jul 2009 - Sep 2009 Ceased
KILKENNY ROSE & ASSOCIATES PTY LTD
Nov 1998 - Apr 2009 Ceased

Source: ASIC Financial Advisers Register