Financial Adviser · CAMBERWELL, VIC

Stephanie Hortis

CAMBERWELL, VIC

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001299381

Licensee

Akumin Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Stephanie Hortis

Stephanie Hortis is a financial adviser based in Camberwell, Victoria, with 3 years of experience in the financial services industry since 2023. Stephanie is currently authorised under Akumin Financial Planning. 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 Bachelor of Commerce (Finance, Accounting and Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Finance, Accounting and Financial Planning)

Deakin University

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2022 - Present Current

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