Financial Adviser
· ECHUCA, VIC
Michael Robert Stephens
No disciplinary history on record with ASIC
ECHUCA,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260278
About Michael Robert Stephens
Michael Robert Stephens is a financial adviser based in Echuca, Victoria, with 25 years of experience in the financial services industry since 2001. Michael is currently authorised under Synchron Advice. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Master of Business Administration from Monash University. Michael 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
2001
Master of Business Administration
Monash University
2004
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2005
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2007
Master of Financial Planning
RMIT University
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited