STEVEN MELLING
Financial Adviser · Heidelberg, VIC
📚 Qualifications & Training
2000 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia - FINSIA
2002 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2004 - CFA Charterholder - Professional Designations - CFA Institute
2017 - Master of Banking and Finance Law - Masters Degree (AQF 9) - Melbourne University
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Association of Superannuation Funds Australia (ASFA)
Chartered Alternative Investment Analyst Association
Chartered Financial Analyst Institute (CFA Institute)
Financial Services Institute of Australasia (FINSIA)
Global Association of Risk Professionals (GARP)
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.