Financial Adviser
· NOTTING HILL, VIC
Stephanie Anne Mitchell
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267366
Stephanie Anne Mitchell is a financial adviser based in Notting Hill, Victoria, with 8 years of experience in the financial services industry. Stephanie is currently authorised under Consultum Financial Advisers Pty Ltd. Stephanie 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 Business (Banking & Finance) from Victoria University.
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
2012
Bachelor Business (Banking & Finance)
Victoria University
2016
Diploma Financial Planning
Kaplan Professional Education
2018
RG146 Managed Investments & Securities
Kaplan Professional Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited