STEPHEN KENNETH FARRELL

Financial Adviser ยท Ringwoon, VIC

Registered

Registration Number

000296691

Registration Status

Registered

Location

Ringwoon, VIC 3134

Providing Advice Since

2005

Registration Date

14/11/2012

Financial Services Licensee

GUIDED WEALTH PTY LTD

Licence #000427218

๐Ÿ“š Qualifications & Training

1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2002 - Graduate Diploma in Aplied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2015 - FPA Professionalism and Ethics CFP1 - Professional Designations - Financial Planning Association

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Tax Practitioners Board

โ„น๏ธ 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.