Financial Adviser
· MIRANDA, NSW
Stephen James Goodwin
No disciplinary history on record with ASIC
MIRANDA,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333794
Currently at
Sydney, NSW (firm address)
Stephen James Goodwin is a financial adviser based in Miranda, New South Wales, with 17 years of experience in the financial services industry since 2009. Stephen is currently authorised under Millennium 3 Financial Services, operating through Francis Family Trust & Goodwin Family Trust. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2019
Tier 1 Margin Lending
Other - Kaplan Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited