Financial Adviser · BRISBANE, QLD

Stephen Horton

BRISBANE, QLD
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000440349
Currently at
Brisbane, QLD (firm address)

About Stephen Horton

Stephen Horton is a financial adviser based in Brisbane, Queensland, with 18 years of experience in the financial services industry since 2008. Stephen is currently authorised under Sfds, operating through Solace Financial Group. 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 Bachelor of Commerce (Accounting) from University of Queensland. Stephen is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2006
Bachelor of Commerce (Accounting)
University of Queensland
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional (formerly Tribeca)
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional

Registration History

Nov 2018 - Present Current
Jun 2016 - Nov 2018 Ceased
Jun 2013 - Nov 2018 Ceased
WHITTAKER MACNAUGHT PTY. LTD.
Mar 2010 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register