Michael Robert Stephens
Financial Adviser in Echuca, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260278
- Location
- Echuca VIC 3564
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 18 May 2015
- First provided advice
- 2001
- Qualifications
- Master of Business Administration, Monash University (2001); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2004); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2005); Master of Financial Planning, RMIT University (2007); Margin Lending and Geared Investments, Kaplan Education Pty Limited (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Robert Stephens
On the Financial Advisers Register kept by ASIC, Michael Robert Stephens appears as a current financial adviser in Echuca, Victoria, adviser number 000260278.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. The current authorisation started on 18 May 2015.
The register records 2001 as the year Michael first provided financial advice. Qualifications and training on file include Master of Business Administration (Monash University, 2001), Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2005). Michael is recorded as a member of Financial Advice Association of Australia (FAAA).
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael Robert Stephens a registered financial adviser?
Yes. Michael Robert Stephens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260278.
Which licensee does Michael Robert Stephens work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Michael Robert 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.