STEPHEN THEUMA
Financial Adviser · Ascot Vale, VIC
📚 Qualifications & Training
1999 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Ltd
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Commonwealth Bank
2005 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - Margin Lending & Geared Investments - Other - Kaplan Professional
🏢 Professional Memberships
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.