Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Stephen Wayne King
No disciplinary history on record with ASIC
UPPER MOUNT GRAVATT,
QLD
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000407787
Currently at
Upper Mount Gravatt, QLD (firm address)
Stephen Wayne King is a financial adviser based in Upper Mount Gravatt, Queensland, with 30 years of experience in the financial services industry since 1996. Stephen is currently authorised under Life Path Financial Planning, operating through Life Path Financial Solutions. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Stephen 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
Financial Planning Association of Australia Limited
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan