Financial Adviser
· SPRINGFIELD CENTRAL, QLD
Barri-jon Stear
No disciplinary history on record with ASIC
SPRINGFIELD CENTRAL,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244631
About Barri-jon Stear
Barri-jon Stear is a financial adviser based in Springfield Central, Queensland, with 16 years of experience in the financial services industry since 2010. Barri-jon is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Barri-jon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Barri-jon's qualifications include a Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Certificate in Financial Planning
Milpark Business School, Cape Town, South Africa
2015
Diploma of Financial Planning
Kaplan
2016
Tax for Financial Advising
Kaplan
2018
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Tax and Commercial Law for Financial Planning
Kaplan
Registration History
not authorised to provide advise on Self Managed Super Funds
AUSTRALASIA WEALTH SERVICES AND MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register