Financial Adviser
· DINGLEY VILLAGE, VIC
Stephen Andrew Charalambous
No disciplinary history on record with ASIC
DINGLEY VILLAGE,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000450131
About Stephen Andrew Charalambous
Stephen Andrew Charalambous is a financial adviser based in Dingley Village, Victoria, with 13 years of experience in the financial services industry since 2013. Stephen is currently authorised under Blackcrest Group, operating through Apfs Melbourne 1. 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 Commerce (Finance) from Deakin University. Stephen 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Finance)
Deakin University
2019
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register