Financial Adviser
· SHEPPARTON, VIC
Stephen Walker
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231440
Stephen Walker is a financial adviser based in Shepparton, Victoria, with 33 years of experience in the financial services industry. Stephen is currently authorised under Lifespan Financial Planning 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 Master of Accountancy from Charles Sturt University. Stephen is a member of CPA Australia (CPA), SMSF Association and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Commerce
University of Melbourne
1996
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2003
Master of Accountancy
Charles Sturt University