Financial Adviser
· POTTSVILLE, NSW
Jeffrey Anthony Stella
No disciplinary history on record with ASIC
POTTSVILLE,
NSW
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000261462
About Jeffrey Anthony Stella
Jeffrey Anthony Stella is a financial adviser based in Pottsville, New South Wales, with 35 years of experience in the financial services industry since 1991. Jeffrey is currently authorised under Millennium 3 Financial Services, operating through Stella Consulting. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeffrey's qualifications include a Advanced Diploma of Financial Planning from Mentor Education.
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
2003
Diploma of Financial Planning
Financial Advice Association Australia
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2012
Self Managed Superannuation Funds
Mentor Education
2013
Advanced Diploma of Financial Planning
Mentor Education