STEPHEN JAMES CLEARY

Financial Adviser · Moorabbin, VIC

Registered

Registration Number

001303175

Registration Status

Registered

Location

Moorabbin, VIC 3189

Providing Advice Since

2024

Registration Date

22/03/2023

Financial Services Licensee

GILD WEALTH PTY LTD

Licence #000222154

📚 Qualifications & Training

2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2011 - ASIC Certificate III - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Ltd
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd

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.