STEPHEN JOHN KOSTARELAS
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2002 - Bachelor of Commerce Accounting and Finance - Bachelor Degree (AQF 7) - Curtin University of Technology
2005 - Chartered Accountant Program - Professional Designations - The Institute of Chartered Accounts in Australia
2010 - Diploma of Financial Services (Financial Planning) - - Mentor
2011 - Margin Lending Accreditation Program - - Financial Essentials
2013 - SMSF Specialist Adviser (SAA) - Professional Designations - SMSF Association
2015 - ALPA - - KAPLAN
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Institute of Chartered Accountants
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.