Steven Stolle
Financial Adviser in Edgecliff, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262195
- Location
- Edgecliff NSW 2027
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 November 2022
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Commercial Law, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023); SMSF Course, Kaplan Higher Education Pty Limited (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
- 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 Steven Stolle
On the Financial Advisers Register kept by ASIC, Steven Stolle appears as a current financial adviser in Edgecliff, New South Wales, adviser number 001262195.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 16 November 2022.
According to the register, Steven first provided financial advice in 2017. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017) and Commercial Law (Kaplan Higher Education Pty Limited, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Steven 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.
The register adds a condition to this authorisation: “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 Steven Stolle a registered financial adviser?
Yes. Steven Stolle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262195.
Which licensee does Steven Stolle work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Steven Stolle 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. 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."