Stephen John Garrett
Financial Adviser in Charlestown, New South Wales, Australia
Review Stephen John Garrett
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000426108
- Location
- Charlestown NSW 2290
- Licensee
- Australian Financial Planning Group Pty Limited (AFSL 247430)
- Authorised since
- 2 December 2025
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce, University of Newcastle (1985); AICD Diploma, Australian Institute of Company Directors (1993); Diploma of Financial Planning, Financial Planning Association (1997); Certified Financial Planner, Financial Planning Association (1998); SMSF Specialist Advisor, Self Managed Super Fund Association (2005); Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012)
- Memberships
- Australian Institute of Company Directors (AICD); CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- 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 John Garrett
Stephen John Garrett is a financial adviser in Charlestown, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000426108.
Stephen provides advice as an authorised representative of Australian Financial Planning Group Pty Limited, which holds Australian financial services licence 247430. The current authorisation started on 2 December 2025.
The register records 1994 as the year Stephen first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 1985), AICD Diploma (Australian Institute of Company Directors, 1993) and Diploma of Financial Planning (Financial Planning Association, 1997). Stephen is recorded as a member of Australian Institute of Company Directors (AICD), CPA Australia (CPA) and 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Stephen John Garrett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stephen John Garrett a registered financial adviser?
Yes. Stephen John Garrett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000426108.
Which licensee does Stephen John Garrett work under?
Australian Financial Planning Group Pty Limited, Australian financial services licence 247430.
What can Stephen John Garrett 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.