HELEN STEVENSON
Financial Adviser · Helensvale, QLD
📚 Qualifications & Training
2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2017 - Margin Lending Adviser (Personal Advice) - Other - Mentor Education
2021 - Self Managed Superannuation Funds - Other - Monarch Institute
2024 - Graduate Diploma of 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.