Stephen Kenneth Farrell
Financial Adviser in Ringwoon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000296691
- Location
- Ringwoon VIC 3134
- Licensee
- Guided Wealth Pty Ltd (AFSL 427218)
- Authorised since
- 14 November 2012
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, University of Melbourne (1999); Graduate Diploma in Aplied Finance and Investment, Securities Institute of Australia (2002); Graduate Diploma of Financial Planning, Finsia (2004); FPA Professionalism and Ethics CFP1, Financial Planning Association (2015)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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 Kenneth Farrell
Stephen Kenneth Farrell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ringwoon, Victoria (adviser number 000296691).
Advice is given under the Australian financial services licence of Guided Wealth Pty Ltd, licence number 427218. That authorisation dates from 14 November 2012.
According to the register, Stephen first provided financial advice in 2005. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 1999), Graduate Diploma in Aplied Finance and Investment (Securities Institute of Australia, 2002) and Graduate Diploma of Financial Planning (Finsia, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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 Kenneth Farrell a registered financial adviser?
Yes. Stephen Kenneth Farrell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296691.
Which licensee does Stephen Kenneth Farrell work under?
Guided Wealth Pty Ltd, Australian financial services licence 427218.
What can Stephen Kenneth Farrell 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.