Financial Adviser
· BRISBANE, QLD
Sara Lynne Stephens
No disciplinary history on record with ASIC
BRISBANE,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000463690
Sara Lynne Stephens is a financial adviser based in Brisbane, Queensland, with 12 years of experience in the financial services industry since 2014. Sara is currently authorised under McPherson & Associates, operating through McPherson & Associates. Sara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sara's qualifications include a CFP Program from Financial Planning Association of Australia (FPA). Sara 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
2010
Bachelor of Business (Accountancy)
Queensland University of Technology (QUT)
2013
Diploma of Financial Planning
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2018
CFP Program
Financial Planning Association of Australia (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional