Financial Adviser
· CAULFIELD NORTH, VIC
Harrison William Jonty Stephens
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310459
Harrison William Jonty Stephens is a financial adviser based in Caulfield North, Victoria, with 1 year of experience in the financial services industry. Harrison is currently authorised under Link Financial Services Pty Ltd. Harrison 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 Financial Planning from Kaplan. Harrison is a member of SMSF Association.
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
2018
Commerce
Deakin University
2021
Core: 1 Securities & Managed Investments Accreditation Program
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan
2024
SMSF Regulations and Taxation
Kaplan Professional