STEVEN JAMES COSTALL
Financial Adviser · Bendigo, VIC
📚 Qualifications & Training
2002 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2007 - Certified Financial Planner - Other - Financial Planning Association of Australia Limited
2009 - ASX Accredited Listed Product Adviser (LAPA) Program - Other - Kaplan Professional
2010 - Fellow Charted Financial Practitioner (FChFP) - Other - Mentor Education Group
2019 - SMSF Association Specialist Accreditation Program - Other - SMSF Association
🏢 Professional Memberships
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.