STEPHEN GREEN

Financial Adviser ยท Richmond, VIC

Registered

Registration Number

000263548

Registration Status

Registered

Location

Richmond, VIC 3121

Providing Advice Since

2000

Registration Date

31/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2015 - Self Managed Superannuation Funds - Other - Mentor Education Pty Ltd
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited

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.