STEPHEN JAMES MORFESSE
Financial Adviser · Ascot Vale, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (Accountancy - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2013 - Diploma of Financial Planning - - Kaplan
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Securities and Managed Investments - - Kaplan
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.