Financial Adviser · MITCHAM, VIC

Stephen Mark Batchelor

MITCHAM, VIC
31 Years experience
Tax advice
authorised
ASIC Registered · ADV 001233080
Currently at
Sydney, NSW (firm address)

About Stephen Mark Batchelor

Stephen Mark Batchelor is a financial adviser based in Mitcham, Victoria, with 31 years of experience in the financial services industry since 1995. Stephen is currently authorised under Fiducian Financial Services. 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 Diploma of Financial Planning from Pinnacle.

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

2010
Diploma of Financial Planning
Pinnacle
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2017
Margin Lending Adviser (Personal Advice)
Mentor Education

Registration History

Apr 2015 - Present Current
Nov 2003 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register