Stephen Richard Aldridge
Financial Adviser in South Brisbane, Queensland, Australia
Review Stephen Richard Aldridge
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 number000264210
- Location
- South Brisbane QLD 4101
- Licensee
- MGD Wealth Ltd (AFSL 222600)
- Authorised since
- 19 March 2022
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Management), Queensland University of Technology (1997); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2002); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Tax Practitioners Board (TPB)
- 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 Richard Aldridge
Stephen Richard Aldridge is a financial adviser in South Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000264210.
Stephen provides advice as an authorised representative of MGD Wealth Ltd, which holds Australian financial services licence 222600. That authorisation dates from 19 March 2022.
The register records 2000 as the year Stephen first provided financial advice. Qualifications and training on file include Bachelor of Business (Management) (Queensland University of Technology, 1997), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2002) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010). Stephen is recorded as a member of Tax Practitioners Board (TPB).
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 Richard Aldridge here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stephen Richard Aldridge a registered financial adviser?
Yes. Stephen Richard Aldridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264210.
Which licensee does Stephen Richard Aldridge work under?
MGD Wealth Ltd, Australian financial services licence 222600.
What can Stephen Richard Aldridge 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.