MICHEL STEFFAN
Financial Adviser · Drummond Cove, WA
📚 Qualifications & Training
1997 - Degree Business Economics - Bachelor Degree (AQF 7) - Hogeschool Holland
2004 - Diploma of Financial Planninf - Diploma (AQF 5) - FPA
2007 - FPA 5 Unit CFP Program - Professional Designations - FPA
2011 - Master of Taxation - Masters Degree (AQF 9) - Curtin University
2012 - SPAA Specialist Accredition SSA - Professional Designations - SPAA
2021 - Ethics and Professionalism in Finance - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Independent Financial Advisers Association
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.