STEVEN JAMES HENDRY
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2002 - Bachelor of Commerce (Corporate, Investment & Quantitative Finance Majors) - - UWA
2004 - Master of Financial Planning (Distinction) - - Curtin University of Technology
2011 - SMSF Specialist Advisor - - Self Managed Superannuation Fund Association
2012 - Chartered Tax Adviser - - Tax Institute of Australia
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Institute of Australia
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.