Stephen Collier
Financial Adviser in Fremantle, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006492
- Location
- Fremantle WA 6160
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 1 September 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business, Australian Catholic University (1997); Diploma of Financial Services (Financial Planning FNS50804), Kaplan (2009); Advanced Diploma of Financial Services (Financial Planning FNS60404), Kaplan (2011); Margin Lending and Geared Investments, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan (2019); Economics and Legal Context for Financial Planning, Kaplan Professional (2021); Client Enagement Skills, Kaplan Professional (2024)
- 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
- Restriction
- Superannuation (excluding the establishment and management as trustee)
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Collier
Stephen Collier is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Fremantle, Western Australia (adviser number 001006492).
Stephen provides advice as an authorised representative of Industry Fund Services Limited, which holds Australian financial services licence 232514. The current authorisation started on 1 September 2023.
The register records 2010 as the year Stephen first provided financial advice. Qualifications and training on file include Bachelor of Business (Australian Catholic University, 1997), Diploma of Financial Services (Financial Planning FNS50804) (Kaplan, 2009) and Advanced Diploma of Financial Services (Financial Planning FNS60404) (Kaplan, 2011). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation (excluding the establishment and management as trustee).”
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Questions people ask
Is Stephen Collier a registered financial adviser?
Yes. Stephen Collier is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006492.
Which licensee does Stephen Collier work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Stephen Collier 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. It also records this restriction: "Superannuation (excluding the establishment and management as trustee)."