STEVEN KENNETH SUTCLIFFE

Financial Adviser ยท Mont Albert, VIC

Registered

Registration Number

001305375

Registration Status

Registered

Location

Mont Albert, VIC 3127

Providing Advice Since

2024

Registration Date

17/07/2023

Financial Services Licensee

HMH FINANCIAL SERVICES PTY LTD

Licence #000247433

๐Ÿ“š Qualifications & Training

2003 - Batchelor of Business (Financial and Risk Management) - Bachelor Degree (AQF 7) - Victoria University
2016 - Masters of Professional Accounting - Masters Degree (AQF 9) - Monash University
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

โ„น๏ธ 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.