STEVIN CARVALHO
Financial Adviser · Werribee, VIC
📚 Qualifications & Training
1998 - Bachelor of Commerce (Financial Accounting and Auditing) - - University of Mumbai (India)
2010 - Diploma of Financial Services - - Investment Banking Institute
2016 - Advanced Diploma of Financial Planning - - Mentor Education
2016 - Self Managed Superannuation Fund Adviser ( Personal Advice) - - Mentor Education
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.