Stephen Thaxter
Financial Adviser in Bondi, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005301
- Location
- Bondi NSW 2026
- Licensee
- Grand Plan Wealth Pty Ltd (AFSL 551529)
- Authorised since
- 20 November 2023
- First provided advice
- 2002
- Qualifications
- Bachelor of Science in the Social Sciences with Economics and Business Economics, University of Southampton (UK) (1983); Diploma of Financial Planning, Financial Planning Association of Australia (2005); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Financial Adviser Exam under S921B Corp Act 2001, FASEA / ASIC (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Thaxter
On the Financial Advisers Register kept by ASIC, Stephen Thaxter appears as a current financial adviser in Bondi, New South Wales, adviser number 001005301.
Stephen provides advice as an authorised representative of Grand Plan Wealth Pty Ltd, which holds Australian financial services licence 551529. That authorisation dates from 20 November 2023.
According to the register, Stephen first provided financial advice in 2002. Qualifications and training on file include Bachelor of Science in the Social Sciences with Economics and Business Economics (University of Southampton (UK), 1983), Diploma of Financial Planning (Financial Planning Association of Australia, 2005) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). 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 9 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 Thaxter a registered financial adviser?
Yes. Stephen Thaxter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005301.
Which licensee does Stephen Thaxter work under?
Grand Plan Wealth Pty Ltd, Australian financial services licence 551529.
What can Stephen Thaxter 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.