STEPHANIE MAY STAFFORD

Financial Adviser ยท Macquarie Park, NSW

Registered

Registration Number

001311911

Registration Status

Registered

Location

Macquarie Park, NSW 2113

Providing Advice Since

2025

Registration Date

14/10/2024

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2024 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education
2024 - FPE010 - Aged Care - Other - Kaplan Higher Education Pty Ltd
2024 - FPE020 - SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Ltd
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.