Stephen Clifford Bratby
Financial Adviser in Dayboro, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000408789
- Location
- Dayboro QLD 4521
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 1 October 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Business, Queensland University of Technology (2007); Diploma of Financial Services (Financial Planning), Kaplan (2009); Margin Lending & Geared Investments, Kaplan (2011); Cavendish & ICFS Specialist SMSF, University of Adelaide (2013); Advanced Diploma of Financial Planning, Monarch Institute (2015); FPC002B, Kaplan Professional (2020); FPC001B, Kaplan Professional (2021); FPC007B, Kaplan Professional (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Clifford Bratby
On the Financial Advisers Register kept by ASIC, Stephen Clifford Bratby appears as a current financial adviser in Dayboro, Queensland, adviser number 000408789.
Advice is given under the Australian financial services licence of Cobalt Advisers Pty Ltd, licence number 512550. That authorisation dates from 1 October 2024.
According to the register, Stephen first provided financial advice in 2011. The qualifications listed for Stephen include Bachelor of Business (Queensland University of Technology, 2007), Diploma of Financial Services (Financial Planning) (Kaplan, 2009) and Margin Lending & Geared Investments (Kaplan, 2011).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen Clifford Bratby a registered financial adviser?
Yes. Stephen Clifford Bratby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000408789.
Which licensee does Stephen Clifford Bratby work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Stephen Clifford Bratby give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.