Financial Adviser
· WODONGA, VIC
Stephen Leslie Coulston
No disciplinary history on record with ASIC
WODONGA,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288523
About Stephen Leslie Coulston
Stephen Leslie Coulston is a financial adviser based in Wodonga, Victoria, with 21 years of experience in the financial services industry since 2005. Stephen is currently authorised under Fortnum Private Wealth. 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 Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT).
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
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust)
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2017
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
Registration History
This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
One off licensee approval is required for all MDA services and products which are either not on the approved product list Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
QUADRANT SECURITIES PTY LTD
Source: ASIC Financial Advisers Register