STEPHEN COLLIER
Financial Adviser ยท Osborne Park, WA
๐ Qualifications & Training
1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Australian Catholic University
2009 - Diploma of Financial Services (Financial Planning FNS50804) - Diploma (AQF 5) - Kaplan
2011 - Advanced Diploma of Financial Services (Financial Planning FNS60404) - Advanced Diploma (AQF 6) - Kaplan
2011 - Margin Lending and Geared Investments - Other - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Economics and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - Client Enagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.