STEVEN JAMES SKOGLUND
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Generic Financial Planning - - CA
2002 - Managed Investments - - CA
2002 - Superannuation and Retirement Planning - - CA
2005 - Self Managed Super Fund Course - - Australian Executor Trustees
2013 - Risk Management - - Kaplan
🏢 Professional Memberships
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.