STEVEN DAVID KING
Financial Adviser · Healesville, VIC
📚 Qualifications & Training
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Ltd
2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Ltd
2014 - Self Managed Superannuation Funds - - Kaplan Education Pty Ltd
2018 - Tier 1 Margin Lending - Personal Advice - - Kaplan
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Education Pty Ltd
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.