Financial Adviser
· SYDNEY, NSW
Ethan Stein
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296175
Ethan Stein is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry since 2023. Ethan is currently authorised under Montara Services, operating through Montara Wealth. Ethan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ethan's qualifications include a Business Law and Ethics (BSB111) from Queensland University of Technology. Ethan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Business Law and Ethics (BSB111)
Queensland University of Technology
2021
Commerce majoring in Financial Planning
University of Wollongong