HARRISON WILLIAM JONTY STEPHENS
Financial Adviser · Caulfield North, VIC
📚 Qualifications & Training
2018 - Commerce - Bachelor Degree (AQF 7) - Deakin University
2021 - Core: 1 Securities & Managed Investments Accreditation Program - Certificate (AQF 1-4) - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2024 - SMSF Regulations and Taxation - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
SMSF Association
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.