Financial Adviser
· SOUTH BRISBANE, QLD
Stephen Richard Aldridge
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264210
Stephen Richard Aldridge is a financial adviser based in South Brisbane, Queensland, with 26 years of experience in the financial services industry. Stephen is currently authorised under Mgd Wealth 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 Bachelor of Business (Management) from Queensland University of Technology. Stephen is a member of Tax Practitioners Board (TPB).
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
1997
Bachelor of Business (Management)
Queensland University of Technology
2002
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2016
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register