STEPHEN SLOANE
Financial Adviser · Kew East, VIC
📚 Qualifications & Training
2005 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2008 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants Australia (ICAA)
2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2020 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
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.