Financial Adviser
· DOCKLANDS, VIC
Stephen Philip Harland
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472444
Stephen Philip Harland is a financial adviser based in Docklands, Victoria, with 13 years of experience in the financial services industry. Stephen is currently authorised under Mercer Financial Advice (Australia) 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 Advanced Diploma of Financial Planning from Integrity. 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Monarch
2015
Advanced Diploma of Financial Planning
Integrity
2016
Tier 1 Margin Lending
Kaplan
2017
DFP 5 Tax for Financial Advising
Kaplan
2017
TASACL Commercial Law
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
FPC003 Superannuaion and Retirement Advice
Kaplan
2021
FPC001B Economic and Legal Context For Financial Planning
Kaplan
2025
FPC004 Insurance Advice
Kaplan
2025
FPC008 Investment Advice
Kaplan
2025
FPC00B Client Engagement Skills
Kaplan