Financial Adviser
· ST LEONARDS, NSW
Stephen Glossop
No disciplinary history on record with ASIC
ST LEONARDS,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000460002
About Stephen Glossop
Stephen Glossop is a financial adviser based in St Leonards, New South Wales, with 24 years of experience in the financial services industry since 2002. Stephen is currently authorised under Sage Alliance, operating through Sage Wealth Management. 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 in Financial Planning from Kaplan. Stephen is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Markets
Kaplan
2014
Diploma in Financial Planning
Kaplan
2017
Graduate Certificate in Financial Planning
Kaplan
2018
Graduate Diploma in Financial Planning
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register