Stephen Craig Sherar
Financial Adviser in Mount Dandenong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333345
- Location
- Mount Dandenong VIC 3767
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 7 August 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, Deakin University (2008); Diploma of Financial Services (Finance/Mortgage Broking Management), The National Finance Institute (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2013)
- Memberships
- Financial Advice Association of Australia (FAAA); MFAA - Mortgage & Finance Association of Australia
- 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 Stephen Craig Sherar
Stephen Craig Sherar is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Dandenong, Victoria (adviser number 000333345).
Stephen provides advice as an authorised representative of Wealth Today Pty Ltd, which holds Australian financial services licence 340289. That authorisation dates from 7 August 2020.
The register records 2008 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Bachelor of Commerce (Deakin University, 2008), Diploma of Financial Services (Finance/Mortgage Broking Management) (The National Finance Institute, 2012) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2013). Stephen is recorded as a member of Financial Advice Association of Australia (FAAA) and MFAA – Mortgage & Finance Association of Australia.
The authorisation covers advice 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 Stephen Craig Sherar a registered financial adviser?
Yes. Stephen Craig Sherar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333345.
Which licensee does Stephen Craig Sherar work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Stephen Craig Sherar 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.