Financial Adviser
· ROBINA, QLD
William George Stevenson
No disciplinary history on record with ASIC
ROBINA,
QLD
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001313230
About William George Stevenson
William George Stevenson is a financial adviser based in Robina, Queensland. William is currently authorised under Independent Wealth Management. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William holds a Master of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2023
Master of Financial Planning
Kaplan