STEVEN MACH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2016 - Bachelor of Commerce/Bachelor of Engineering - Bachelor Degree (AQF 7) - University of Sydney
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2024 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education Pty Limited
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.