STEVEN GREGORY WRIGHT
Financial Adviser · Milton, QLD
📚 Qualifications & Training
2001 - Bachelor of Business (Human Resource Management and Marketing) - Bachelor Degree (AQF 7) - Southern Cross University
2015 - FNS60410 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
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.