STEVEN GEORGE KERBEL
Financial Adviser · Yokine, WA
📚 Qualifications & Training
1995 - Bachelor of Commerce (Economics and Commercial Law) - Bachelor Degree (AQF 7) - Rhodes University
2012 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Mentor Education Pty Ltd
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - FPC007B Client and Consumer Behaviour, Engagement and Decision Making - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2024 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia
🏢 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.