Stefan James Watson Miller
Financial Adviser in Surry Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000281119
- Location
- Surry Hills NSW 2010
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 February 2017
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Australian National University (1997); Chartered Accountant, Chartered Accountants Australia New Zealand (2001); Diploma of Financial Services (Financial Planning), Kaplan (formerly FINSIA) (2006); Diploma of Finance and Mortgage Broking Management, South Western Institute (2010)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Stefan James Watson Miller
Stefan James Watson Miller is a financial adviser in Surry Hills, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000281119.
Stefan provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 1 February 2017.
The register records 2004 as the year Stefan first provided financial advice. The qualifications listed for Stefan include Bachelor of Commerce (Australian National University, 1997), Chartered Accountant (Chartered Accountants Australia New Zealand, 2001) and Diploma of Financial Services (Financial Planning) (Kaplan (formerly FINSIA), 2006). Stefan is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Stefan 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 Stefan James Watson Miller a registered financial adviser?
Yes. Stefan James Watson Miller is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000281119.
Which licensee does Stefan James Watson Miller work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Stefan James Watson Miller 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.