Stephen Richard Reynolds
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319147
- Location
- Geelong West VIC 3218
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 2 November 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Financial Planning and Accounting), Deakin University (2005); Diploma of Financial Services (Financial Planning), AMP Limited (2007); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- 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 Richard Reynolds
On the Financial Advisers Register kept by ASIC, Stephen Richard Reynolds appears as a current financial adviser in Geelong West, Victoria, adviser number 000319147.
The licensee Stephen advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 2 November 2007.
The register records 2007 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Bachelor of Commerce (Financial Planning and Accounting) (Deakin University, 2005), Diploma of Financial Services (Financial Planning) (AMP Limited, 2007) and Master of Financial Planning (Kaplan Higher Education Pty Limited, 2017).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Richard Reynolds a registered financial adviser?
Yes. Stephen Richard Reynolds is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319147.
Which licensee does Stephen Richard Reynolds work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Stephen Richard Reynolds 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; derivatives. 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."