Financial Adviser · KEW EAST, VIC

Stephen Sloane

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000343468

Stephen Sloane is a financial adviser based in Kew East, Victoria, with 16 years of experience in the financial services industry. Stephen is currently authorised under Akumin Financial Planning Pty Limited. 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 Master of Applied Finance (Financial Planning) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business

University of Technology Sydney

2008

Graduate Diploma of Chartered Accounting

Institute of Chartered Accountants Australia (ICAA)

2012

Certificate IV Financial Services (Finance/Mortgage Broking)

Kaplan Higher Education Pty Limited

2020

Master of Applied Finance (Financial Planning)

Charles Sturt University

Registration History

Akumin Financial Planning Pty Limited

Dec 2009 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register