Financial Adviser · NOWRA, NSW

Sean David Schaefer

NOWRA, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003945

Currently at

Schaefer Financial Planning

Melbourne, VIC (firm address)

View firm profile

Sean David Schaefer is a financial adviser based in Nowra, New South Wales, with 25 years of experience in the financial services industry since 2001. Sean is currently authorised under Capstone Financial Planning, operating through Schaefer Financial Planning. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sean's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Sean 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2006

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Nov 2019 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

Commonwealth Financial Planning Limited

Dec 2015 - Nov 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Commonwealth Financial Planning Limited

Feb 2006 - Dec 2015 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register