Financial Adviser
· MERMAID BEACH, QLD
Stephanie Spencer
No disciplinary history on record with ASIC
MERMAID BEACH,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303217
Stephanie Spencer is a financial adviser based in Mermaid Beach, Queensland, with 2 years of experience in the financial services industry since 2024. Stephanie is currently authorised under Core Value Fa, operating through Toro Wealth. Stephanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephanie's qualifications include a Bachelor of Commerce (Financial Planning and Finance) from Griffith University. Stephanie 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
Taxation Law
Griffith University
2022
Bachelor of Commerce (Financial Planning and Finance)
Griffith University
2022
Introduction to Business Law
Griffith University