Financial Adviser
· MUDGEERABA, QLD
Stephen Pollard
No disciplinary history on record with ASIC
MUDGEERABA,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300727
About Stephen Pollard
Stephen Pollard is a financial adviser based in Mudgeeraba, Queensland, with 20 years of experience in the financial services industry since 2006. Stephen is currently authorised under Oasis Financial Holdings. 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 Arts from University of Canterbury.
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
2002
Bachelor of Arts
University of Canterbury
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
2007
Advanced Diploma of Financial Services
GWM Adviser Services Limited