STEVEN LACY
Financial Adviser ยท Darwin City, NT
๐ Qualifications & Training
2003 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Queensland
2005 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty
2024 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.