Financial Adviser
· RINGWOOD, VIC
Stephen Kenneth Farrell
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296691
Stephen Kenneth Farrell is a financial adviser based in Ringwood, Victoria, with 21 years of experience in the financial services industry. Stephen is currently authorised under Guided Wealth 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 FPA Professionalism and Ethics CFP1 from Financial Planning Association. Stephen is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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
University of Melbourne
2002
Graduate Diploma in Aplied Finance and Investment
Securities Institute of Australia
2004
Graduate Diploma of Financial Planning
Finsia
2015
FPA Professionalism and Ethics CFP1
Financial Planning Association
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register