Stephen Green
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263548
- Location
- Richmond VIC 3121
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 31 August 2012
- First provided advice
- 2000
- Qualifications
- Graduate Diploma in Financial Planning, Securities Institute (2001); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); Commercial Law, Kaplan Higher Education Pty Limited (2025); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Green
Stephen Green is a financial adviser in Richmond, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000263548.
The licensee Stephen advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 31 August 2012.
The register records 2000 as the year Stephen first provided financial advice. Qualifications and training on file include Graduate Diploma in Financial Planning (Securities Institute, 2001), Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015) and Commercial Law (Kaplan Higher Education Pty Limited, 2025).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Stephen Green a registered financial adviser?
Yes. Stephen Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263548.
Which licensee does Stephen Green work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Stephen Green 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."