Stephen Theuma
Financial Adviser in Ascot Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003987
- Location
- Ascot Vale VIC 3032
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 4 January 2020
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, Victoria University of Technology (1999); Diploma of Financial Planning, Financial Planning Association of Australia Ltd (2002); Diploma of Financial Services (Financial Planning), Commonwealth Bank (2004); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2005); Margin Lending & Geared Investments, Kaplan Professional (2011); SMSF Regulations and Taxation, Kaplan Professional (2026)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Theuma
Stephen Theuma is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ascot Vale, Victoria (adviser number 001003987).
Stephen provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 4 January 2020.
According to the register, Stephen first provided financial advice in 2000. The qualifications listed for Stephen include Bachelor of Business (Victoria University of Technology, 1999), Diploma of Financial Planning (Financial Planning Association of Australia Ltd, 2002) and Diploma of Financial Services (Financial Planning) (Commonwealth Bank, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Stephen Theuma a registered financial adviser?
Yes. Stephen Theuma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003987.
Which licensee does Stephen Theuma work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Stephen Theuma 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: "This authorised representative is only authorised to give class of product advice in relation to Securities."