Financial Adviser · MILTON, QLD

Stephen James Bartholomew

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001232892

Stephen James Bartholomew is a financial adviser based in Milton, Queensland, with 27 years of experience in the financial services industry. Stephen is currently authorised under Akumin Financial Planning Pty 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 University of Queensland.

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

1998

Master of Business Administration

University of Queensland

2002

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2007

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

May 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Lifespan Financial Planning Pty Ltd

Jan 2024 - Feb 2025 Ceased

Bombora Advice Pty Ltd

May 2021 - Oct 2023 Ceased

Fortnum Private Wealth Ltd

Mar 2020 - Mar 2021 Ceased

National Australia Bank Limited

Apr 2015 - Dec 2019 Ceased

Fiducian Financial Services Pty Ltd

Jul 2006 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register