Financial Adviser · MULGRAVE, VIC

Stephen Rodney Ahern

MULGRAVE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270383

Currently at

Fiducian Financial Services

Sydney, NSW (firm address)

View firm profile

Stephen Rodney Ahern is a financial adviser based in Mulgrave, Victoria, with 8 years of experience in the financial services industry since 2018. Stephen is currently authorised under Fiducian Financial Services. 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 Business Leadership from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This adviser is not authorised to provided advice on margin lending.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business

Victoria University of Technology

2002

Diploma of Financial Planning

Financial Planning Association of Australia

2011

Master of Business Leadership

Charles Sturt University

2015

Diploma of Financial Planning

International Institute of Technology

Registration History

Fiducian Financial Services Pty Ltd

Jan 2020 - Present Current

This adviser is not authorised to provided advice on margin lending.

Commonwealth Financial Planning Limited

Dec 2018 - Jun 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register