STEVEN DOBSON
Financial Adviser · Willetton, WA
📚 Qualifications & Training
2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2004 - Self Managed Superannuation Funds - Other - Kaplan Professional
2009 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - Master of Business Administration - Masters Degree (AQF 9) - Murdoch University
2015 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers
2018 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
SMSF 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.