Financial Adviser
· MAITLAND, NSW
Stephen Baxter
No disciplinary history on record with ASIC
MAITLAND,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000382945
Stephen Baxter is a financial adviser based in Maitland, New South Wales, with 16 years of experience in the financial services industry since 2010. Stephen is currently authorised under Ri Advice 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 Bachelor of Finance from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Finance
University of Newcastle
2010
Diploma of Financial Planning (Financial Services)
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
Registration History
Superannuation: Not authorised to provide SMSF advice.
W B FINANCIAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register