STEVEN PUTT
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
1993 - Bachelor of Business - - University of Queensland
2025 - Australian Taxation Law for Tax (financial) Advisers - Certificate (AQF 1-4) - aamc training group
2025 - Commercial Law for Tax (financial) Advisers - Certificate (AQF 1-4) - aamc training group
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.