STEVEN JAMES MARTIN
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2015 - Bachelor of Business - - Swinburne University of Technology
2015 - Diploma of Financial Planning - - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 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.