STEVEN PAUL WEINMANN
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2003 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Adelaide
2005 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Adelaide
2006 - Graduate Diploma Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants
2014 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin Prime
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2025 - FPC007B Client Engagement Skills - Other - Kaplan Professional
š¢ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ā¹ļø 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.