Financial Adviser
· SOUTHPORT, QLD
Stephen Paul Gorrie
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000272642
Stephen Paul Gorrie is a financial adviser based in Southport, Queensland, with 26 years of experience in the financial services industry. Stephen is currently authorised under Asvw 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Stephen is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and NTAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Financial Adminstration
The University of New England
2000
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2014
SMSF Specialist Accreditation Course
SMSF Strategies