Financial Adviser
· SOUTH PERTH, WA
Paul Stephan
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242162
Paul Stephan is a financial adviser based in South Perth, Western Australia, with 28 years of experience in the financial services industry since 1998. Paul is currently authorised under Consultum Financial Advisers. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Paul is a member of Financial Advice Association of Australia (FAAA) and Royal Association of Justices of Western Australia (Inc).
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
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2014
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2014
Justice of the Peace
Government of Western Australia
2016
Fellow Chartered Financial Practitioner (FChFP)
The Association of Financial Advisers Limited
2016
Master of Financial Planning
Kaplan Higher Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education