MATTHEW STEPTOE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Bachelor of Arts (Government Studies) - - Edith Cowan University
2012 - Advanced Diploma of Financial Planning - - Investment Banking Institute
2013 - Advanced Diploma in Self Managed Superannuation Funds - - Investment Banking Institute
2013 - Self Managed Superannuation Funds - - Investment Banking Institute
2014 - Margin Lending and Geared Investments - - Kaplan Professional Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.