STEVEN STOLLE

Financial Adviser ยท Edgecliff, NSW

Registered

Registration Number

001262195

Registration Status

Registered

Location

Edgecliff, NSW 2027

Providing Advice Since

2017

Registration Date

16/11/2022

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2017 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.