Financial Adviser
· WEST LEEDERVILLE, WA
Stephanie Stacey
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297400
Stephanie Stacey is a financial adviser based in West Leederville, Western Australia, with 4 years of experience in the financial services industry. Stephanie is currently authorised under Strategic Finance Partners Pty Ltd. Stephanie 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 Business (Accountancy) from RMIT. Stephanie is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Exclude Margin Lending Advice
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (Accountancy)
RMIT
2020
Bachelor of Business (Financial Planning)
RMIT
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education