Matthew Lloyd Stephens
Financial Adviser in Manly, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298322
- Location
- Manly NSW 2095
- Licensee
- TMS Private Wealth Pty Ltd (AFSL 333008)
- Authorised since
- 11 February 2009
- First provided advice
- 1997
- Qualifications
- Bachelor of Economics (Business Law), Macquarie University (1996); Dip Financial Planning, Deakin (2002); ASX Derivatives level 1, ASX (2003); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2025)
- 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 Matthew Lloyd Stephens
On the Financial Advisers Register kept by ASIC, Matthew Lloyd Stephens appears as a current financial adviser in Manly, New South Wales, adviser number 000298322.
Matthew provides advice as an authorised representative of TMS Private Wealth Pty Ltd, which holds Australian financial services licence 333008. That authorisation dates from 11 February 2009.
The register records 1997 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Economics (Business Law) (Macquarie University, 1996), Dip Financial Planning (Deakin, 2002) and ASX Derivatives level 1 (ASX, 2003).
Matthew 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 Matthew Lloyd Stephens a registered financial adviser?
Yes. Matthew Lloyd Stephens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298322.
Which licensee does Matthew Lloyd Stephens work under?
TMS Private Wealth Pty Ltd, Australian financial services licence 333008.
What can Matthew Lloyd 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.