Stephen Walker
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231440
- Location
- Shepparton VIC 3630
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 3 July 2023
- First provided advice
- 1993
- Qualifications
- Bachelor of Commerce, University of Melbourne (1983); Graduate Diploma in Applied Finance and Investment, Securities Institute Education (1996); Master of Accountancy, Charles Sturt University (2003)
- Memberships
- CPA Australia (CPA); SMSF Association; The Tax Institute
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Walker
Stephen Walker is a financial adviser in Shepparton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000231440.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 3 July 2023.
According to the register, Stephen first provided financial advice in 1993. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 1983), Graduate Diploma in Applied Finance and Investment (Securities Institute Education, 1996) and Master of Accountancy (Charles Sturt University, 2003). Stephen is recorded as a member of CPA Australia (CPA), SMSF Association and The Tax Institute.
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Walker a registered financial adviser?
Yes. Stephen Walker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231440.
Which licensee does Stephen Walker work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Stephen Walker 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.