Data sourced from ASIC Financial Advisers Register
Financial Adviser · ASCOT VALE, VIC

Stephen Theuma

ASCOT VALE, VIC
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003987
Currently at
Prime Financial Planning
Melbourne, VIC (firm address)
View firm profile

Stephen Theuma is a financial adviser based in Ascot Vale, Victoria, with 26 years of experience in the financial services industry since 2000. Stephen is currently authorised under Capstone Financial Planning, operating through Prime Financial Planning. 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 (FPA). 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Business
Victoria University of Technology
2002
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2004
Diploma of Financial Services (Financial Planning)
Commonwealth Bank
2005
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
Margin Lending & Geared Investments
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jan 2020 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Commonwealth Financial Planning Limited
May 2016 - Jan 2020 Ceased
Commonwealth Financial Planning Limited
Oct 2003 - Apr 2016 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register