Financial Adviser · ADELAIDE, SA

Stephen Merrett

1 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001311502

Stephen Merrett is a financial adviser based in Adelaide, South Australia, with 1 year of experience in the financial services industry. Stephen is currently authorised under Fiducian 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 Bachelor of Business from Swinburne University of Technology. Stephen 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

Restrictions: Not authorised to provide advice on Self Managed Super Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Business

Swinburne University of Technology

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Sep 2024 - Present Current

Not authorised to provide advice on Self Managed Super Funds.

Source: ASIC Financial Advisers Register