Stephen John Eedy
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323634
- Location
- Melbourne VIC 3000
- Licensee
- Finplan Australia Pty. Ltd. (AFSL 247459)
- Authorised since
- 1 April 2023
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Melbourne University (1986)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen John Eedy
Stephen John Eedy is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000323634.
The licensee Stephen advises under is Finplan Australia Pty. Ltd. (AFS licence 247459). The current authorisation started on 1 April 2023.
According to the register, Stephen first provided financial advice in 2004. The qualifications listed for Stephen include Bachelor of Commerce (Melbourne University, 1986). Stephen is recorded as a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment 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 John Eedy a registered financial adviser?
Yes. Stephen John Eedy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323634.
Which licensee does Stephen John Eedy work under?
Finplan Australia Pty. Ltd., Australian financial services licence 247459.
What can Stephen John Eedy give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.