Financial Adviser · SOUTH MELBOURNE, VIC

Stefan Angelini

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001249074

Stefan Angelini is a financial adviser based in South Melbourne, Victoria, with 10 years of experience in the financial services industry. Stefan is currently authorised under Synchron Advice Pty Ltd. Stefan 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 from Monash University. Stefan is a member of Financial Advice Association of Australia (FAAA).

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

2012
Bachelor of Commerce
Monash University
2013
Diploma of Financial Planning
Kaplan Education Pty Limited
2014
Investment Products 3: Securities, Management Investments, Margin Lending
Kaplan Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited

Registration History

Jul 2019 - Present Current
Mar 2017 - Jul 2019 Ceased
Oct 2016 - Mar 2017 Ceased

Source: ASIC Financial Advisers Register