STEVEN SHANE PRITCHARD
Financial Adviser · Hamilton, NSW
📚 Qualifications & Training
1986 - Bachelor of Commerce - - University of Newcastle
1987 - Registered Tax Agent - - Tax Practioners Board
1988 - Certified Practising Accountant - - CPA Australia
1993 - Graduate Diploma in Applied Finance & Investment - - Securities Institute of Australia
2014 - SMSF Auditor - - ASIC
🏢 Professional Memberships
CPA Australia (CPA)
FINSIA
Taxation Institute of Australia
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.