STEPHEN PERERA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Advanced Diploma of Accounting - - New South Wales TAFE
2013 - Diploma of Financial Planning - - International Institute of Technology
2016 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
2014 Million Dollar Round Table (MDRT)
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.