MICHAEL ROBERT SYDNEY STEVENS
Financial Adviser Ā· Graceville, QLD
š Qualifications & Training
2002 - Bachelor of Business (Management) - - University of Queensland
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning - - Kaplan Professional
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2014 - Certificate IFinance and Mortgage Broking - - Kaplan Professional
ā¹ļø 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.