SHELDON STEELES

Financial Adviser · Southport, QLD

Registered

Registration Number

001003211

Registration Status

Registered

Location

Southport, QLD 4215

Providing Advice Since

2014

Registration Date

08/01/2018

Financial Services Licensee

LIONSGATE FINANCIAL GROUP PTY. LTD.

Licence #000342766

📚 Qualifications & Training

2014 - Advanced Diploma of Financial Planning - - International Institute of Technology
2014 - Diploma of Financial Planning - - International Institute of Technology
2015 - Principles in Self Managed Superannuation Funds - Professional Designations - International Institute of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.