Jaklyn Kobie Stephan
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268597
- Location
- Fortitude Valley QLD 4006
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 April 2021
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning (FNS50615), Monarch Institute (2018); Margin Lending Specialist, Kaplan (2021); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Jaklyn Kobie Stephan
On the Financial Advisers Register kept by ASIC, Jaklyn Kobie Stephan appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 001268597.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 1 April 2021.
The register records 2018 as the year Jaklyn first provided financial advice. The qualifications listed for Jaklyn include Diploma of Financial Planning (FNS50615) (Monarch Institute, 2018), Margin Lending Specialist (Kaplan, 2021) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2025).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not SMSF.”
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Questions people ask
Is Jaklyn Kobie Stephan a registered financial adviser?
Yes. Jaklyn Kobie Stephan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268597.
Which licensee does Jaklyn Kobie Stephan work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Jaklyn Kobie Stephan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not SMSF."