Financial Adviser
· CAMPBELLTOWN, NSW
Anne Therese Steer
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004663
Anne Therese Steer is a financial adviser based in Campbelltown, New South Wales, with 27 years of experience in the financial services industry. Anne is currently authorised under Interprac Financial Planning Pty Ltd. Anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Anne is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Advising
Securities Institute Australia
2005
Certified Financial Planner
Financial Planning Association of Australia
2005
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional