Stephen Buchanan
Financial Adviser in Burradoo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267629
- Location
- Burradoo NSW 2576
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 16 May 2016
- First provided advice
- 1987
- Qualifications
- PS 146 Knowledge Asessment Core & Life Insurance, Integratec (2002); PS 146 Knowledge Asessment Financial Planning, Integratec (2002); PS 146 Knowledge Assessment Superannuation, Integratec (2002); Superannuation and Life Insurance Skills, Kaplan Professional Education (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Authorised to provide Self Managed Superannuation Fund advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Buchanan
Stephen Buchanan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Burradoo, New South Wales (adviser number 000267629).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 16 May 2016.
According to the register, Stephen first provided financial advice in 1987. Qualifications and training on file include PS 146 Knowledge Asessment Core & Life Insurance (Integratec, 2002), PS 146 Knowledge Asessment Financial Planning (Integratec, 2002) and PS 146 Knowledge Assessment Superannuation (Integratec, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Stephen is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide Self Managed Superannuation Fund advice.”
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Questions people ask
Is Stephen Buchanan a registered financial adviser?
Yes. Stephen Buchanan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267629.
Which licensee does Stephen Buchanan work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Stephen Buchanan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Authorised to provide Self Managed Superannuation Fund advice."