STEPHEN JOHN GARRETT
Financial Adviser · Hamilton, NSW
📚 Qualifications & Training
1985 - Bachelor of Commerce - - University of Newcastle
1993 - AICD Diploma - - Australian Institute of Company Directors
1997 - Diploma of Financial Planning - - RMIT - Financial Planning Association
1998 - Certified Financial Planner - - Financial Planning Association
2005 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association
2010 - Margin Lending and Geared Investments - Professional Designations - Kaplan Professional
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.