Financial Adviser
· MELBOURNE, VIC
Stephanie Bennett
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267810
Stephanie Bennett is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Stephanie is currently authorised under Jbwere Ltd. Stephanie holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their 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
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register