STEPHEN JAMES BONE
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2017 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
SMSF Association
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.