Financial Adviser · RICHMOND, VIC

Stephen Green

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000263548

Stephen Green is a financial adviser based in Richmond, Victoria, with 26 years of experience in the financial services industry. Stephen is currently authorised under Charter Financial Planning 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 Graduate Diploma in Financial Planning from Securities Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Graduate Diploma in Financial Planning

Securities Institute

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2025

Commercial Law

Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Aug 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2007 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register