Financial Adviser · SCORESBY, VIC

Stephen Kenneth Price

19 Years experience

Tax advice
authorised

Currently at

Narre Warren North, VIC

View firm profile

ASIC Registered · ADV 000306281

Stephen Kenneth Price is a financial adviser based in Scoresby, Victoria, with 19 years of experience in the financial services industry. Stephen is currently authorised under Consone 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 Bachelor of Commerce (majoring in Electronic Commerce Management and Financial Planning) from Deakin University.

Authorised to Advise On

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

Restrictions: Excludes SMSF Advice

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce (majoring in Electronic Commerce Management and Financial Planning)

Deakin University

2012

Graduate Certificate in Business (Finance)

Queensland University of technology

Registration History

Consone Wealth Pty. Ltd.

Sep 2020 - Present Current

Excludes SMSF Advice

Matrix Planning Solutions Limited

Apr 2017 - Sep 2020 Ceased

Excludes SMSF

AIW DEALER SERVICES PTY LTD

May 2016 - Jan 2017 Ceased

Doquile Perrett Meade Financial Services Ltd

Feb 2009 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register