STEVE MODRIC
Financial Adviser · Yandina, QLD
📚 Qualifications & Training
2004 - Diploma of Financial Services - - ThreeSixty
2006 - Advanced Diploma of Financial Services - - ThreeSixty
2010 - Certified FInancial Planner - - Financial Planning Asscoication of Australia (FPA)
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 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.