ANGUS BARRY STEPHEN
Financial Adviser · Sutton Forest, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce (Honours) - - University of New England
2013 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2013 - Advanced Diploma of Financial Planning - - International Institute of Technology
2014 - Life Risk Specialist - - Financial Planning Association
2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2025 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.