Financial Adviser
· OCEAN REEF, WA
Stephen Cooke
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314822
Stephen Cooke is a financial adviser based in Ocean Reef, Western Australia, with 39 years of experience in the financial services industry. Stephen is currently authorised under Grange Risk Solutions 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 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2014
Self Managed Superannuation Funds
Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.
NEO FINANCIAL SOLUTIONS PTY LTD
COMPLYABILITY PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register