Financial Adviser
· MELBOURNE, VIC
Stephen Shostak
No disciplinary history on record with ASIC
MELBOURNE,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005282
About Stephen Shostak
Stephen Shostak is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Stephen works at MacQuarie Bank, which is licensed through MacQuarie Bank Limited. Stephen holds authorisations to advise on managed investments, securities, derivatives and deposit products, as well as tax financial advice services (TFAS). Stephen's qualifications include a Investment Planning 1 from Integratec Rading Pty Limited.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Investment Planning 1
Integratec Rading Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register