Financial Adviser · RENMARK, SA

Stephen Paul Jaensch

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245996

Stephen Paul Jaensch is a financial adviser based in Renmark, South Australia, with 27 years of experience in the financial services industry. Stephen is currently authorised under Matrix Planning Solutions Limited. 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 Graduate Diploma of Applied Finance & Investment from Securities Institute|FINSIA (Kaplan Professional). Stephen is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

1995
Graduate Diploma of Applied Finance & Investment
Securities Institute|FINSIA (Kaplan Professional)
2011
Margin Lending and Geared Investments
Kaplan
2012
Diploma of Financial Planning
Kaplan Professional
2021
Self Managed Superannuation Funds
Kaplan

Registration History

Jan 2020 - Present Current
Dec 2012 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities.
SECURITOR FINANCIAL GROUP PTY LIMITED
Mar 2010 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register