Financial Adviser
· WEST PERTH, WA
Rowan Michael Stephens
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292028
Rowan Michael Stephens is a financial adviser based in West Perth, Western Australia, with 4 years of experience in the financial services industry since 2022. Rowan is currently authorised under Scope Licensee Services, operating through The Trustee For Scope Unit Trust. Rowan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rowan's qualifications include a Bachelor of Commerce from Curtin University.
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
2016
BLAW1004 Business Law
Curtin University
2019
Bachelor of Commerce
Curtin University
2020
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2021
FPE016 Self Managed Superannuation Funds
Kaplan Professinal
2021
Graduate Diploma of Financial Planning
Kaplan Professional