STEPHEN JOHN MASON
Financial Adviser · Brighton Le Sands, NSW
📚 Qualifications & Training
1983 - Bachelor of Business - - NSW Institute of Technology
1991 - Financial Planning Certificate - - CPA
1998 - Financial Plan Construction (DFP8) - - Deakin University/ Financial Planning Association
2010 - DPML Margin Lending - Professional Designations - Pinnacle Financial Services Academy
2023 - TFAv1 Tax for Financial Advising - Diploma (AQF 5) - Kaplan
🏢 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.