Financial Adviser · PARKSIDE, SA

Stephanie Brackman

PARKSIDE, SA
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000333329
Currently at
Parkside, SA (firm address)

About Stephanie Brackman

Stephanie Brackman is a financial adviser based in Parkside, South Australia, with 26 years of experience in the financial services industry since 2000. Stephanie is currently authorised under 360private. Stephanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephanie's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Stephanie is a member of Financial Advice Association of Australia (FAAA).

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

2005
Certificate IV in Financial Service
ThreeSixty
2005
Diploma in Financial Planning
ThreeSixty
2006
Advanced Diploma in Financial Planning (ADFS)
ThreeSixty
2011
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2023
Graduate Diploma of Financial Planning 2023
Kaplan

Registration History

Jun 2022 - Present Current
Aug 2014 - Sep 2017 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2008 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register