Data sourced from ASIC Financial Advisers Register
Financial Adviser · ROWVILLE, VIC

Nigel Stevenson

24 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000303167

Nigel Stevenson is a financial adviser based in Rowville, Victoria, with 24 years of experience in the financial services industry. Nigel is currently authorised under Akumin Financial Planning Pty Limited. Nigel 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca.

Authorised to Advise On

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

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

2004
Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2011 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SENTRY FINANCIAL PLANNING PTY LTD
Jun 2007 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register