Financial Adviser · WOLLONGONG, NSW

Stefanie Seco

WOLLONGONG, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000382364
Currently at
Wollongong, NSW (firm address)

About Stefanie Seco

Stefanie Seco is a financial adviser based in Wollongong, New South Wales, with 17 years of experience in the financial services industry since 2009. Stefanie is currently authorised under Market St Financial Advisory Group. Stefanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stefanie's qualifications include a Bachelor of Commerce from University of Wollongong. Stefanie is a member of Australian Institute of Company Directors (AICD), CPA Australia (CPA), Mentor Education Group, SMSF Association and The Tax Institute.

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

1988
Bachelor of Commerce
University of Wollongong
1990
Registered Tax Agent
Tax Practitioners Board
1995
Bachelor of Laws (II Class Honours)
University of Wollongong
2010
Margin Lending & Geared Investments
Kaplan
2011
Certified Practising Accountant
CPA Australia
2012
Advanced Diploma of Financial Planning
Mentor Education
2012
Chartered Tax Advisor
The Tax Institute Australia
2012
Graduate, Australian Institute of Company Directors
Australian Institute of Company Directors
2019
SMSF Specialist
SMSF Association
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

Mar 2020 - Jan 2024 Ceased
Jul 2018 - Feb 2024 Ceased
NEXTGEN FINANCIAL GROUP PTY LTD
Jun 2014 - Jul 2018 Ceased
WEALTHSURE PTY LTD
Sep 2010 - Apr 2014 Ceased

Source: ASIC Financial Advisers Register