Stephen Nielsen
Financial Adviser in Eight Mile Plains, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326239
- Location
- Eight Mile Plains QLD 4113
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 19 March 2025
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Griffith University (1997); Master of Business Administration, The University of Southern Queensland (2000); Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2004); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending, MLC Limited (2010); FChFP, Financial Advice Association of Australia (FAAA) (2016); SMSF Specialist Advisor Program, SMSF Association (2016); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- 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 Nielsen
On the Financial Advisers Register kept by ASIC, Stephen Nielsen appears as a current financial adviser in Eight Mile Plains, Queensland, adviser number 000326239.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 19 March 2025.
The register records 2007 as the year Stephen first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Griffith University, 1997), Master of Business Administration (The University of Southern Queensland, 2000) and Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2004). Professional memberships recorded: 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.
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 Nielsen a registered financial adviser?
Yes. Stephen Nielsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326239.
Which licensee does Stephen Nielsen work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Stephen Nielsen 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. 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."