STEVEN PERRY
Financial Adviser · Cooks Hill, NSW
📚 Qualifications & Training
1999 - BACHELOR OF MANAGEMENT - FARM BUSINESS - - UNIVERSITY OF SYDNEY
2008 - GRADUATE DIPLOMA OF FINANCIAL PLANNING - Graduate Diploma (AQF 8) - FINSIA
2010 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - FPC004 Insurance Advice - Other - Kapla Professional
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.