Stephanie Stafford

Financial Adviser

ASIC adviser number:

001311911

Qualifications and training:

2024, Accredited Listed Product Adviser Program, Other, Kaplan Higher Education
2024, FPE010, Aged Care, Other, Kaplan Higher Education Pty Ltd
2024, FPE020, SMSF Regulations and Taxation, Other, Kaplan Higher Education Pty Ltd
2024, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Ltd
2024, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Professional

When adviser first provided advice:

2025

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Suite 1, 274 River St
Ballina NSW 2478

AFS licence holder name:

Fortnum Private Wealth Ltd

AFS licence number:

000357306

Licence controlled by:

Entireti Limited ~ Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».