Joseph Stephan
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000226537
- Location
- Hawthorn East VIC 3123
- Licensee
- Stephan Independent Advisory Pty Ltd (AFSL 476427)
- Authorised since
- 4 August 2015
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2002); Certified Financial Planner, Financial Planning Assoication (2006); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Certified Independent Financial Advisers Association Ltd (CIFAA); 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 Joseph Stephan
Joseph Stephan is a financial adviser in Hawthorn East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000226537.
Joseph provides advice as an authorised representative of Stephan Independent Advisory Pty Ltd, which holds Australian financial services licence 476427. That authorisation dates from 4 August 2015.
According to the register, Joseph first provided financial advice in 2002. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT University, 2002), Certified Financial Planner (Financial Planning Assoication, 2006) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Joseph is recorded as a member of Certified Independent Financial Advisers Association Ltd (CIFAA) and Financial Advice Association of Australia (FAAA).
Joseph 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 Joseph Stephan a registered financial adviser?
Yes. Joseph Stephan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226537.
Which licensee does Joseph Stephan work under?
Stephan Independent Advisory Pty Ltd, Australian financial services licence 476427.
What can Joseph Stephan 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.