JOSEPH STEPHAN
Financial Adviser Ā· Hawthorn East, VIC
š Qualifications & Training
2002 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2006 - Certified Financial Planner - - Financial Planning Assoication
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Certified Independent Financial Advisers Association Ltd (CIFAA)
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.