STEVEN STUBBERFIELD
Financial Adviser · Echuca, VIC
📚 Qualifications & Training
1981 - Bachelor of Business (Accounting) - - La Trobe University
2000 - Financial Planning Specialist - - CPA Australia
2010 - Margin Lending and Geared Investments - - Kaplan
2013 - Diploma of Financial Planning - - Kaplan Professional Education
2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.