Joanne Elizabeth Stephens
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000401068
- Location
- Orange NSW 2800
- Licensee
- Fortunae Pty Ltd (AFSL 526888)
- Authorised since
- 11 February 2021
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2011); Margin Lending, Kaplan Professional Education (2012); Graduate Certificate in Commerce (Financial Planning), University of Western Sydney (2013); Self Managed Superannuation Funds, Kaplan Professional Education (2014); Master of Commerce (Financial Planning), Western Sydney University (2016)
- 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 Joanne Elizabeth Stephens
On the Financial Advisers Register kept by ASIC, Joanne Elizabeth Stephens appears as a current financial adviser in Orange, New South Wales, adviser number 000401068.
The licensee Joanne advises under is Fortunae Pty Ltd (AFS licence 526888). That authorisation dates from 11 February 2021.
According to the register, Joanne first provided financial advice in 2011. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2011), Margin Lending (Kaplan Professional Education, 2012) and Graduate Certificate in Commerce (Financial Planning) (University of Western Sydney, 2013).
Joanne 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 Joanne Elizabeth Stephens a registered financial adviser?
Yes. Joanne Elizabeth Stephens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000401068.
Which licensee does Joanne Elizabeth Stephens work under?
Fortunae Pty Ltd, Australian financial services licence 526888.
What can Joanne Elizabeth Stephens 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.