Helen Stevenson
Financial Adviser in Helensvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239397
- Location
- Helensvale QLD 4212
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 20 October 2016
- First provided advice
- 2001
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2003); Accredited Listed Product Adviser Program, Kaplan Professional (2016); Margin Lending Adviser (Personal Advice), Mentor Education (2017); Self Managed Superannuation Funds, Monarch Institute (2021); Graduate Diploma of Financial Planning, Kaplan (2024)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Helen Stevenson
On the Financial Advisers Register kept by ASIC, Helen Stevenson appears as a current financial adviser in Helensvale, Queensland, adviser number 001239397.
The licensee Helen advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 20 October 2016.
According to the register, Helen first provided financial advice in 2001. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2003), Accredited Listed Product Adviser Program (Kaplan Professional, 2016) and Margin Lending Adviser (Personal Advice) (Mentor Education, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Helen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Helen Stevenson a registered financial adviser?
Yes. Helen Stevenson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239397.
Which licensee does Helen Stevenson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Helen Stevenson 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; retirement savings accounts; standard margin lending.