STEPHEN GULBRANDSON

Financial Adviser ยท Townsville, QLD

Registered

Registration Number

000418001

Registration Status

Registered

Location

Townsville, QLD 4810

Providing Advice Since

2012

Registration Date

04/11/2014

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania
2010 - Graduate Diploma in Applied Finance - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2015 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Professional
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2024 - Client Engagement Skills - Other - Kaplan Professional
2024 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Professional

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.