Paul Stephan
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242162
- Location
- South Perth WA 6151
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2003); Certified Financial Planner (CFP), Financial Planning Association of Australia (2014); Justice of the Peace, Government of Western Australia (2014); Fellow Chartered Financial Practitioner (FChFP), The Association of Financial Advisers Limited (2016); Master of Financial Planning, Kaplan Higher Education (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Royal Association of Justices of Western Australia (Inc)
- 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 Paul Stephan
Paul Stephan is a financial adviser in South Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000242162.
The licensee Paul advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 1 June 2021.
The register records 1998 as the year Paul first provided financial advice. The qualifications listed for Paul include Diploma of Financial Planning (Financial Planning Association of Australia, 2003), Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2014) and Justice of the Peace (Government of Western Australia, 2014). Paul is recorded as a member of Financial Advice Association of Australia (FAAA) and Royal Association of Justices of Western Australia (Inc).
Paul 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 Paul Stephan a registered financial adviser?
Yes. Paul Stephan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242162.
Which licensee does Paul Stephan work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Paul 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.