Financial Adviser · EDGECLIFF, NSW

Steven Stolle

EDGECLIFF, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001262195

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Steven Stolle

Steven Stolle is a financial adviser based in Edgecliff, New South Wales, with 9 years of experience in the financial services industry since 2017. Steven is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Steven 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services