Jonathan Bruce Stephen
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235722
- Location
- North Sydney NSW 2060
- Licensee
- Stephen Financial Solutions Pty Ltd (AFSL 518185)
- Authorised since
- 13 January 2020
- First provided advice
- 2003
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Certificate IV Financial Services (Finance/Mortgage Broking)`, Intellitrain Pty Ltd (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Margin Lending & Geared Investments, Kaplan Professional (2010)
- 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 Jonathan Bruce Stephen
Jonathan Bruce Stephen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000235722).
The licensee Jonathan advises under is Stephen Financial Solutions Pty Ltd (AFS licence 518185). The current authorisation started on 13 January 2020.
According to the register, Jonathan first provided financial advice in 2003. The qualifications listed for Jonathan include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Certificate IV Financial Services (Finance/Mortgage Broking)` (Intellitrain Pty Ltd, 2009) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Jonathan is recorded as a member of 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 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 Jonathan Bruce Stephen a registered financial adviser?
Yes. Jonathan Bruce Stephen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235722.
Which licensee does Jonathan Bruce Stephen work under?
Stephen Financial Solutions Pty Ltd, Australian financial services licence 518185.
What can Jonathan Bruce Stephen 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.