Financial Adviser
· WANTIRNA SOUTH, VIC
Stephenie Marie Hallett
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001315967
Stephenie Marie Hallett is a financial adviser based in Wantirna South, Victoria. Stephenie is currently authorised under Insight Investment Services Pty Ltd. Stephenie 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 Graduate Diploma of Financial Planning from Kaplan Professional.
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
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Specialists Adviser
SMSF Association