STEPHEN HOLDEN
Financial Adviser · East Toowoomba, QLD
📚 Qualifications & Training
2013 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2015 - Margin Lending - Other - Pinnacle Financial Services Academy
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
2024 - SuperConcepts & ICFS Specialist SMSF Online Course - Other - University of Adelaide
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.