Stephen Owen
Financial Adviser in Tuggerah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253077
- Location
- Tuggerah NSW 2259
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 6 May 2024
- First provided advice
- 2017
- Qualifications
- Graduate Diploma in Financial Planning, Securities Institute Australia (SIA) (2004); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2024); Comercial Law, Kaplan Education Pty Ltd (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Owen
On the Financial Advisers Register kept by ASIC, Stephen Owen appears as a current financial adviser in Tuggerah, New South Wales, adviser number 001253077.
Advice is given under the Australian financial services licence of Shartru Wealth Management Pty Ltd, licence number 422409. The current authorisation started on 6 May 2024.
According to the register, Stephen first provided financial advice in 2017. Qualifications and training on file include Graduate Diploma in Financial Planning (Securities Institute Australia (SIA), 2004), Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2024) and Comercial Law (Kaplan Education Pty Ltd, 2025). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Owen a registered financial adviser?
Yes. Stephen Owen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253077.
Which licensee does Stephen Owen work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Stephen Owen 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.