Financial Adviser
· MELBOURNE, VIC
Stevie-jade Phillipa Turner
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433749
Stevie-jade Phillipa Turner is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Stevie-jade is currently authorised under Verse Wealth Licensee Services Pty Ltd. Stevie-jade 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Stevie-jade is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Accounting & Financial Planning)
Curtin University
2012
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2013
Derivatives & Margin Lending
MLC ThreeSixty
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register