Barri-Jon Stear
Financial Adviser in Springfield Central, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244631
- Location
- Springfield Central QLD 4300
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 4 February 2019
- First provided advice
- 2010
- Qualifications
- Certificate in Financial Planning, Milpark Business School, Cape Town, South Africa (2010); Diploma of Financial Planning, Kaplan (2015); Tax for Financial Advising, Kaplan (2016); Economic and Legal Context for Financial Planning, Kaplan (2018); Ethics and Professionalism in Financial Advice, Kaplan (2020); Tax and Commercial Law for Financial Planning, Kaplan (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Barri-Jon Stear
On the Financial Advisers Register kept by ASIC, Barri-Jon Stear appears as a current financial adviser in Springfield Central, Queensland, adviser number 001244631.
The licensee Barri-Jon advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 4 February 2019.
According to the register, Barri-Jon first provided financial advice in 2010. Qualifications and training on file include Certificate in Financial Planning (Milpark Business School, Cape Town, South Africa, 2010), Diploma of Financial Planning (Kaplan, 2015) and Tax for Financial Advising (Kaplan, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Barri-Jon Stear a registered financial adviser?
Yes. Barri-Jon Stear is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244631.
Which licensee does Barri-Jon Stear work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Barri-Jon Stear give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; managed discretionary account services.