Financial Adviser
· STONES CORNER, QLD
Stefan Mark Dooney
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000225030
Stefan Mark Dooney is a financial adviser based in Stones Corner, Queensland, with 24 years of experience in the financial services industry. Stefan is currently authorised under Whost Pty Ltd. Stefan 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 from Financial Planning Association. Stefan is a member of Financial Advice Association of Australia (FAAA).
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
2002
Bachelor of Business (Banking and Finance)
Queensland University of Technology
2004
Diploma of Financial Planning
Deakin University
2009
Certified Financial Planner
Financial Planning Association
2011
Margin Lending and Geared Investments
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register