STEVEN JOHN GREENTREE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2004 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2008 - Diploma of Financial Services (Financial Planning) - - KAPLAN
2008 - Superannuation & Retirement Planning - Other - Kaplan
2010 - Margin Lending Accreditation program - Other - SAA
2015 - Self Managed Super Funds - Other - Kaplan
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.