ETHAN STEIN

Financial Adviser · Sydney, NSW

Registered

Registration Number

001296175

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2023

Registration Date

25/03/2022

Financial Services Licensee

MONTARA SERVICES PTY LTD

Licence #000526747

📚 Qualifications & Training

2021 - Business Law and Ethics (BSB111) - Other - Queensland University of Technology
2021 - Commerce majoring in Financial Planning - Bachelor Honours Degree (AQF 8) - University of Wollongong

🏢 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.