STEVEN KLACAR
Financial Adviser ยท South Melbourne, VIC
๐ Qualifications & Training
2001 - Diploma of Business - Banking & Finance - - Swinburne
2009 - Superannuation - - RMIT University
2010 - Diploma of Financial Services (Financial Planning) - - Mentor Education Group
2015 - Advanced Diploma of Financial Planning - - International Institute of Technology
2015 - Diploma of Financial Planning - - International Institute of Technology
โน๏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.