Financial Adviser
· EASTWOOD, SA
Summer Kate Stapledon
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001316230
Summer Kate Stapledon is a financial adviser based in Eastwood, South Australia. Summer is currently authorised under Paragem Pty Limited. Summer 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 Accounting and Corporate Finance from University of Adelaide. Summer 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
Authorised to provide tax financial advice services
Qualifications and Training
2022
Bachelor of Accounting and Corporate Finance
University of Adelaide
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education