Financial Adviser · MELBOURNE, VIC

Stephanie Bennett

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267810

Licensee

Jbwere

Melbourne, VIC (licence address on ASIC register)

View licensee

About Stephanie Bennett

Stephanie Bennett is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Stephanie is currently authorised under Jbwere. Stephanie holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Stephanie's qualifications include a Bachelor of Commerce (Finance) from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce (Finance)

Monash University

2014

RG146

Stockbrokers and Financial Advisers Association - DeakinCo.

2018

Foreign Exchange Accreditation Program

Stockbrokers and Financial Advisers Association - DeakinCo.

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd

Apr 2018 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register