Financial Adviser
· MOUNT DANDENONG, VIC
Stephen Craig Sherar
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333345
Stephen Craig Sherar is a financial adviser based in Mount Dandenong, Victoria, with 18 years of experience in the financial services industry. Stephen is currently authorised under Wealth Today Pty Ltd. Stephen 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 Bachelor of Commerce from Deakin University. Stephen is a member of Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.
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
2008
Bachelor of Commerce
Deakin University
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
The National Finance Institute
2013
Self Managed Superannuation Funds
Kaplan Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register