STEPHANIE GULDBERG JOHANSEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - ITS WORKSTATION TRAINING FOR SEATS DTR'S - - SECURITIES & DERIVATIVES INDUSTRY ASSOCIATION
2007 - DIPLOMA OF FINANCIAL MARKETS - - FINSIA
2008 - SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146 - - DEAKIN UNIVERSITY
2010 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2017 - ACCREDITED DERIVATIVES ADVISER LEVEL 2 - - ASIC
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.