Financial Adviser
· BONDI, NSW
Stephen Thaxter
No disciplinary history on record with ASIC
BONDI,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005301
Stephen Thaxter is a financial adviser based in Bondi, New South Wales, with 24 years of experience in the financial services industry since 2002. Stephen is currently authorised under Grand Plan Wealth. 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 Bachelor of Science in the Social Sciences with Economics and Business Economics from University of Southampton (UK). 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
1983
Bachelor of Science in the Social Sciences with Economics and Business Economics
University of Southampton (UK)
2005
Diploma of Financial Planning
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Financial Adviser Exam under S921B Corp Act 2001
FASEA / ASIC