STEFANIE SECO
Financial Adviser · Figtree, NSW
📚 Qualifications & Training
1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
1990 - Registered Tax Agent - Professional Designations - Tax Practitioners Board
1995 - Bachelor of Laws (II Class Honours) - Bachelor Honours Degree (AQF 8) - University of Wollongong
2010 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan
2011 - Certified Practising Accountant - Professional Designations - CPA Australia
2012 - Advanced Diploma of Financial Planning - Graduate Diploma (AQF 8) - Mentor Education
2012 - Chartered Tax Advisor - Professional Designations - The Tax Institute Australia
2012 - Graduate, Australian Institute of Company Directors - Professional Designations - Australian Institute of Company Directors
2019 - SMSF Specialist - Professional Designations - SMSF Association
2023 - Graduate Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
CPA Australia (CPA)
Mentor Education Group
SMSF Association
The Tax Institute
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.