Financial Adviser
· ASCOT VALE, VIC
Stephen James Morfesse
No disciplinary history on record with ASIC
ASCOT VALE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270934
Stephen James Morfesse is a financial adviser based in Ascot Vale, Victoria, with 8 years of experience in the financial services industry since 2018. Stephen is currently authorised under Insight Investment Partners. 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 Business (Accountancy from Royal Melbourne Institute of Technology. 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
2007
Bachelor of Business (Accountancy
Royal Melbourne Institute of Technology
2013
Diploma of Financial Planning
Kaplan
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Securities and Managed Investments
Kaplan
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Stephen Morfesse is not authorised to provide advice in Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register