Financial Adviser
· SOUTH BRISBANE, QLD
Stephen Joseph Furness
No disciplinary history on record with ASIC
SOUTH BRISBANE,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000261088
About Stephen Joseph Furness
Stephen Joseph Furness is a financial adviser based in South Brisbane, Queensland, with 18 years of experience in the financial services industry since 2008. Stephen is currently authorised under Mgd Wealth. 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 Certified Financial Planner from Financial Planning Association of Australia. Stephen is a member of Fi360 and Financial Advice Association of Australia (FAAA).
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
1996
Certified Financial Planner
Financial Planning Association of Australia
2007
SMSF Specialist
Kaplan Professional Education
2015
Responsible Manager Accreditation
Kaplan Professional Education
2016
Accredited Investment Fiduciary
Fi360 Pacific
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited