STEPHEN PAUL GORRIE
Financial Adviser · Southport, QLD
📚 Qualifications & Training
1985 - Bachelor of Financial Adminstration - Bachelor Degree (AQF 7) - The University of New England
2000 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2014 - SMSF Specialist Accreditation Course - - SMSF Strategies
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
NTAA
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.