Financial Adviser · NORWEST, NSW

Stephen Max Crouch

NORWEST, NSW
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000238013
Currently at
Norwest, NSW (firm address)

About Stephen Max Crouch

Stephen Max Crouch is a financial adviser based in Norwest, New South Wales, with 24 years of experience in the financial services industry since 2002. Stephen is currently authorised under Sca Advisory. 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 Master of Economics from Macquarie University. Stephen is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

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

1987
Bachelor of Business
University of Technology, Sydney
1990
Master of Economics
Macquarie University
2002
Financial Planning Specialist
Institute of Chartered Accountants in Aust. (ICAA)
2010
Doctor of Business Administration
Macquarie University

Registration History

May 2022 - Present Current
Jun 2015 - May 2022 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Dec 2009 - May 2015 Ceased

Source: ASIC Financial Advisers Register