STEVEN ROBERT MCQUILLAN
Financial Adviser ยท Sanctuary Cove, QLD
๐ Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland
2005 - Graduate Diploma (ICAA) - - The Institute of Chartered Accountants in Australia
2008 - Graduate Certificate in Financial Planning - - Finsia
๐ข Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.