Stephen Sloane
Financial Adviser in Kew East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343468
- Location
- Kew East VIC 3102
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 15 December 2009
- First provided advice
- 2010
- Qualifications
- Bachelor of Business, University of Technology Sydney (2005); Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants Australia (ICAA) (2008); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2012); Master of Applied Finance (Financial Planning), Charles Sturt University (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
- 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 Sloane
Stephen Sloane is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kew East, Victoria (adviser number 000343468).
Stephen provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 15 December 2009.
The register records 2010 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Bachelor of Business (University of Technology Sydney, 2005), Graduate Diploma of Chartered Accounting (Institute of Chartered Accountants Australia (ICAA), 2008) and Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2012).
Stephen is authorised to advise 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.
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 Sloane a registered financial adviser?
Yes. Stephen Sloane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343468.
Which licensee does Stephen Sloane work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Stephen Sloane 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."