Bill Stefani
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249956
- Location
- Sydney NSW 2000
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 30 September 2022
- First provided advice
- 1994
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (FAAA) (2000); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2000); Self Managed Superannuation Funds, Kaplan Professional (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bill Stefani
Bill Stefani is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000249956.
Bill provides advice as an authorised representative of PSK Advisory Services Pty Ltd, which holds Australian financial services licence 234656. The current authorisation started on 30 September 2022.
The register records 1994 as the year Bill first provided financial advice. The qualifications listed for Bill include 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited (FAAA), 2000), Certified Financial Planner (CFP) (Financial Advice Association Australia (FAAA), 2000) and Self Managed Superannuation Funds (Kaplan Professional, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Bill Stefani a registered financial adviser?
Yes. Bill Stefani is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249956.
Which licensee does Bill Stefani work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Bill Stefani 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."