Financial Adviser
· WEST PERTH, WA
Stephen John Kostarelas
No disciplinary history on record with ASIC
WEST PERTH,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000385779
Stephen John Kostarelas is a financial adviser based in West Perth, Western Australia, with 16 years of experience in the financial services industry since 2010. Stephen is currently authorised under Twd Licensee Services, operating through Twd Australia. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Bachelor of Commerce Accounting and Finance from Curtin University of Technology. Stephen is a member of Institute of Chartered Accountants and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce Accounting and Finance
Curtin University of Technology
2005
Chartered Accountant Program
The Institute of Chartered Accounts in Australia
2010
Diploma of Financial Services (Financial Planning)
Mentor
2011
Margin Lending Accreditation Program
Financial Essentials
2013
SMSF Specialist Adviser (SAA)
SMSF Association
2015
ALPA
KAPLAN
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan