James Stephan
authorised
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
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register