Financial Adviser
· MOORABBIN, VIC
Stephen James Cleary
No disciplinary history on record with ASIC
MOORABBIN,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303175
Stephen James Cleary is a financial adviser based in Moorabbin, Victoria, with 2 years of experience in the financial services industry since 2024. Stephen is currently authorised under Gild 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
Monash University
2011
ASIC Certificate III
Kaplan Higher Education Pty Ltd
2015
Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2022
Master of Financial Planning
Kaplan Higher Education Pty Ltd