STEVEN GREENHAM
Financial Adviser · Portland, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
2015 - Self Managed Superannuation Funds - Diploma (AQF 5) - Mentor Education
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.