Sara Lynne Stephens
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000463690
- Location
- Brisbane QLD 4000
- Licensee
- McPherson & Associates Pty. Ltd. (AFSL 229883)
- Authorised since
- 21 August 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (QUT) (2010); Diploma of Financial Planning, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2015); CFP Program, Financial Planning Association of Australia (FPA) (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 Sara Lynne Stephens
Sara Lynne Stephens is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 000463690).
Sara provides advice as an authorised representative of McPherson & Associates Pty. Ltd., which holds Australian financial services licence 229883. That authorisation dates from 21 August 2014.
The register records 2014 as the year Sara first provided financial advice. The qualifications listed for Sara include Bachelor of Business (Accountancy) (Queensland University of Technology (QUT), 2010), Diploma of Financial Planning (Kaplan Professional, 2013) and Advanced Diploma of Financial Planning (Kaplan Professional, 2015). Professional memberships recorded: 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 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 Sara Lynne Stephens a registered financial adviser?
Yes. Sara Lynne Stephens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000463690.
Which licensee does Sara Lynne Stephens work under?
McPherson & Associates Pty. Ltd., Australian financial services licence 229883.
What can Sara Lynne 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.