STEPHANIE HORTIS

Financial Adviser · Camberwell, VIC

Registered

Registration Number

001299381

Registration Status

Registered

Location

Camberwell, VIC 3124

Providing Advice Since

2023

Registration Date

05/10/2022

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2020 - Bachelor of Commerce (Finance, Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.