Financial Adviser
· ADELAIDE, SA
Stephen Stanislaus Gibson Spencer
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002295
Stephen Stanislaus Gibson Spencer is a financial adviser based in Adelaide, South Australia, with 19 years of experience in the financial services industry. Stephen is currently authorised under Taylor Collison Limited. Stephen holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration Advanced from The University of Adelaide. Stephen is a member of AGIA and Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
MLC101
Other - Deakin University
1996
MLC204
Other - Deakin University
1997
Bachelor of Commerce (Accounting and Finance)
Deakin University
2004
Master of Business Administration Advanced
The University of Adelaide
2007
Rg146
Deakin Prime
2008
ASX/SCH Responsible Executive
Kaplan
2011
Graduate Diploma of Applied Corporate Governance
Governance Institute of Australia
2015
Professional Diploma in Stockbroking
DeakinPrime - Stockbrokers and Financial Advisers Association Limited (SAFAA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional