PAUL STEPHAN
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
2014 - Justice of the Peace - Other - Government of Western Australia
2016 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - The Association of Financial Advisers Limited
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Royal Association of Justices of Western Australia (Inc)
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.