ANGUS FREDERICK STEVENSON
Financial Adviser · Barton, ACT
📚 Qualifications & Training
2013 - Bachelor of Arts Major in History & International Relations - Bachelor Degree (AQF 7) - Australian National University
2013 - Bachelor of Commerce Major in Finance - Bachelor Degree (AQF 7) - Australian National University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2014 - Self Managed Superannuation Funds - Other - Monarch Institute
2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 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.