Financial Adviser · MERMAID BEACH, QLD

Stephen Baird

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004713
Currently at
Melbourne, VIC

Stephen Baird is a financial adviser based in Mermaid Beach, Queensland, with 18 years of experience in the financial services industry since 2008. Stephen is currently authorised under Endeavor Asset Management, operating through Ffa Fp. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a FNS60415 Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of products only.Superannuation excludes SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services ( Financial Planning )
Tribeca
2016
FNS60415 Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Apr 2026 - Present Current
Government Debentures, Stocks or Bonds - Class of products only.Superannuation excludes SMSF.
Jul 2025 - Apr 2026 Ceased
Oct 2024 - Jan 2025 Ceased
Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
AAN WEALTH MANAGEMENT PTY LTD
Mar 2020 - Oct 2024 Ceased
Feb 2008 - Oct 2018 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register