Financial Adviser · HAWTHORN EAST, VIC

James Stephan

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000307563

James Stephan is a financial adviser based in Hawthorn East, Victoria, with 20 years of experience in the financial services industry. James is currently authorised under Stephan Independent Advisory Pty Ltd. James 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 Certified Financial Planner from Financial Planning Association. James is a member of Certified Independent Financial Advisers Association Ltd (CIFAA) and 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

2004
Bachelor of Business (Financial Planning)
RMIT University
2008
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2015 - Present Current
Nov 2006 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register