Financial Adviser · CANNONVALE, QLD

Stephen John Obst

CANNONVALE, QLD

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000292611

Currently at

Eclipse Financial Planning - Whitsunday

Bundall, QLD (firm address)

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About Stephen John Obst

Stephen John Obst is a financial adviser based in Cannonvale, Queensland, with 30 years of experience in the financial services industry since 1996. Stephen is currently authorised under Alliance Wealth, operating through Eclipse Financial Planning - Whitsunday. 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Stephen is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2008

Self Managed Superannuation Funds Course

Financial Essentials

Registration History

Alliance Wealth Pty Ltd

Aug 2022 - Present Current

Alliance Wealth Pty Ltd

Oct 2021 - Aug 2024 Ceased

Charter Financial Planning Limited

Oct 2012 - Feb 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Sep 2005 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register