Financial Adviser
· BRISBANE, QLD
Stephen Degiovanni
No disciplinary history on record with ASIC
BRISBANE,
QLD
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000228945
Stephen Degiovanni is a financial adviser based in Brisbane, Queensland, with 26 years of experience in the financial services industry since 2000. Stephen is currently authorised under Aspire Retire. 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. Stephen is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1990
Bachelor of Commerce
Griffith University
1997
Certified Practicing Accountant
CPA Australia
1997
Personal Financial Planning and Superannuation (CPA110)
CPA Australia
1998
Diploma Financial Planning DFP8 Financial Plan Construction PLUS Practice Knowledge Exam (PKE)
Financial Planning Association of Australia
1998
Financial Planning Principles and Practice (410 & 511)
Finsia Education (formerly Securities Institute Australia)
2001
Certified Financial Planner
Financial Planning Association of Australia
2006
SMSF Specialist Advisor Program
SMSF Association Ltd
2020
Ethics for Financial Services (Intensive) MA1769
Ethics - Deakin Business School