STEPHEN CRAIG SHERAR

Financial Adviser · Mount Dandenong, VIC

Registered

Registration Number

000333345

Registration Status

Registered

Location

Mount Dandenong, VIC 3767

Providing Advice Since

2008

Registration Date

12/01/2009

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - The National Finance Institute
2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
MFAA - Mortgage & Finance Association of Australia

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.