STEVEN TAYLOR WATSON
Financial Adviser Ā· Rhodes, NSW
š Qualifications & Training
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2016 - Self Managed Super Funds - Other - Kaplan
2019 - Bachelor Financial Services - Bachelor Degree (AQF 7) - Edinburgh Napier University
2019 - Certified Financial Planner - Professional Designations - FAAA
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2024 - Commercial Law - Other - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.