Financial Adviser
· PORTLAND, VIC
Stephen Crowe
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000232
Stephen Crowe is a financial adviser based in Portland, Victoria, with 26 years of experience in the financial services industry. Stephen is currently authorised under Count Financial Limited. 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 Certified Financial Planner (CFP®) from Financial Planning Association of Australia (FPA). Stephen 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
1999
Bachelor of Commerce
Deakin University
2002
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2002
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2004
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2004
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professional
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education