Financial Adviser
· PERTH, WA
Stephen John Brereton
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264402
Stephen John Brereton is a financial adviser based in Perth, Western Australia, with 24 years of experience in the financial services industry. Stephen is currently authorised under Unisuper Management 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 Certified Financial Planner from Financial Planning Association (FPA). Stephen 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
1993
Certificate of Superannuation Management
ASFA
2002
Diploma of Financial Planning
Financial Planning Association (FPA)
2003
Certified Financial Planner
Financial Planning Association (FPA)
2012
Certificate of Self Managed Superannuation Funds
KAPLAN
2022
Graduate diploma of financial planning
Kaplan Professional