Financial Adviser · HAWTHORN EAST, VIC

Joseph Stephan

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000226537

Joseph Stephan is a financial adviser based in Hawthorn East, Victoria, with 24 years of experience in the financial services industry. Joseph is currently authorised under Stephan Independent Advisory Pty Ltd. Joseph 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 Assoication. Joseph 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

2002
Bachelor of Business (Financial Planning)
RMIT University
2006
Certified Financial Planner
Financial Planning Assoication
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2015 - Present Current
Jul 2005 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register