Financial Adviser · WOODBRIDGE, WA

Stephen Michael Blizard

WOODBRIDGE, WA

40 Years experience

Tax advice
authorised

ASIC Registered · ADV 000254379

Currently at

Investwest

Wanneroo, WA (firm address)

View firm profile

Stephen Michael Blizard is a financial adviser based in Woodbridge, Western Australia, with 40 years of experience in the financial services industry since 1986. Stephen is currently authorised under Investwest. 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 Investment & Financial Adviser from ASIFA. Stephen is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

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

Restrictions: Can also provide advice on salary packaging

Authorised to provide tax financial advice services

Qualifications and Training

1988

Certified Investment & Financial Adviser

ASIFA

2002

Investment Planning 1

FPA

2003

Superannuation/Retirement Planning & Risk Management

Integratec

2014

Managerial Accounting 530

Curtin University Business School

2015

Self Managed Superannuation Funds

Kaplan

Registration History

Investwest Pty. Ltd.

Mar 2004 - Present Current

Can also provide advice on salary packaging

Roxburgh Securities Pty Ltd

Nov 2003 - Present Current

Source: ASIC Financial Advisers Register