Financial Adviser
· TOOWOOMBA, QLD
Stephen Holden
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000447830
Stephen Holden is a financial adviser based in Toowoomba, Queensland, with 13 years of experience in the financial services industry. Stephen is currently authorised under Gps 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 Commerce (Finance) from University of Southern Queensland.
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
2013
Bachelor of Commerce (Finance)
University of Southern Queensland
2013
Diploma of Financial Planning
Monarch Institute
2015
Margin Lending
Pinnacle Financial Services Academy
2016
Advanced Diploma of Financial Planning
Monarch Institute
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Aged Care Professional
Aged Care Steps
2024
SuperConcepts & ICFS Specialist SMSF Online Course
University of Adelaide
Registration History
QINVEST LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register