Financial Adviser
· PERTH, WA
Stefani Wijaya
No disciplinary history on record with ASIC
PERTH,
WA
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002151
About Stefani Wijaya
Stefani Wijaya is a financial adviser based in Perth, Western Australia, with 11 years of experience in the financial services industry since 2015. Stefani is currently authorised under Unisuper Management. Stefani holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stefani's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia. Stefani 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce (Accounting and Finance)
Curtin Univeristy
2008
Diploma of Financial Services (Financial Planning)
Mentor
2014
Graduate Diploma of financial planning
Kaplan Profesional
2019
Ethics and Professionalism in financial advice
Ethics - Kaplan Professional
2020
Certified Financial Planner (CFP)
Financial Advice Association Australia