STEPHEN JOSEPH FURNESS
Financial Adviser · South Brisbane, QLD
📚 Qualifications & Training
1996 - Certified Financial Planner - - Financial Planning Association of Australia
2007 - SMSF Specialist - - Kaplan Professional Education
2015 - Responsible Manager Accreditation - - Kaplan Professional Education
2016 - Accredited Investment Fiduciary - - Fi360 Pacific
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Fi360
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.