JOANNE ELIZABETH STEPHENS
Financial Adviser · Orange, NSW
📚 Qualifications & Training
2011 - Diploma of Financial Planning - - Kaplan Professional Education
2012 - Margin Lending - - Kaplan Professional Education
2013 - Graduate Certificate in Commerce (Financial Planning) - - University of Western Sydney
2014 - Self Managed Superannuation Funds - - Kaplan Professional Education
2016 - Master of Commerce (Financial Planning) - - Western Sydney University
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.