Financial Adviser · CHARLESTOWN, NSW

Stephen John Garrett

CHARLESTOWN, NSW
32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000426108
Currently at
Sydney, NSW (firm address)

About Stephen John Garrett

Stephen John Garrett is a financial adviser based in Charlestown, New South Wales, with 32 years of experience in the financial services industry since 1994. Stephen is currently authorised under Australian Financial Planning Group. 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. Stephen is a member of Australian Institute of Company Directors (AICD), CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.

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

1985
Bachelor of Commerce
University of Newcastle
1993
AICD Diploma
Australian Institute of Company Directors
1997
Diploma of Financial Planning
RMIT - Financial Planning Association
1998
Certified Financial Planner
Financial Planning Association
2005
SMSF Specialist Advisor
Self Managed Super Fund Association
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy

Registration History

Oct 2019 - Dec 2025 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Jul 2016 - Oct 2019 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Jun 2012 - Jul 2016 Ceased
AVENUE CAPITAL MANAGEMENT PTY LTD
Oct 2003 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register