STEPHEN RICHARD ALDRIDGE
Financial Adviser Β· Brisbane, QLD
π Qualifications & Training
1997 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Queensland University of Technology
2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2016 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
π’ Professional Memberships
Tax Practitioners Board (TPB)
βΉοΈ 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.