Financial Adviser · MELBOURNE, VIC

Stephen Robert Layfield

MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000259433

Licensee

Synchron Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Stephen Robert Layfield

Stephen Robert Layfield is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Stephen is currently authorised under Synchron Advice. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Bachelor of Commerce from Monash University.

Authorised to Advise On

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

Restrictions: Superannuation authorisation above excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce

Monash University

2002

Diploma of Financial Planning units 1 to 7

Financial Advice Association Australia

2010

Margin Lending Accreditation Program

Deakin Prime/ Stockbrokers Association

Registration History

Synchron Advice Pty Ltd

May 2022 - Present Current

Superannuation authorisation above excludes Self Managed Superannuation Funds

Financial Foundations Australia Pty. Ltd.

Mar 2016 - Feb 2021 Ceased

Novus Capital Limited

Jun 2013 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register