Financial Adviser · HAWTHORN EAST, VIC

Joseph Stephan

HAWTHORN EAST, VIC

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000226537

Currently at

Stephan Independent Advisory

Kew, VIC (firm address)

View firm profile

About Joseph Stephan

Joseph Stephan is a financial adviser based in Hawthorn East, Victoria, with 24 years of experience in the financial services industry since 2002. Joseph is currently authorised under Stephan Independent Advisory. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Certified Financial Planner from Financial Planning Assoication. Joseph is a member of Certified Independent Financial Advisers Association Ltd (CIFAA) and 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

2002

Bachelor of Business (Financial Planning)

RMIT University

2006

Certified Financial Planner

Financial Planning Assoication

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Stephan Independent Advisory Pty Ltd

Aug 2015 - Present Current

Integrity Financial Planners Pty. Ltd.

Jul 2005 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register