Financial Adviser · HARRINGTON PARK, NSW

Anne Therese Steer

HARRINGTON PARK, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004663

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Anne Therese Steer is a financial adviser based in Harrington Park, New South Wales, with 27 years of experience in the financial services industry since 1999. Anne is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anne's qualifications include a Certified Financial Planner from Financial Advice Association of Australia (FAAA). 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Advising

Securities Institute

2005

Certified Financial Planner

Financial Advice Association of Australia (FAAA)

2005

Self Managed Superannuation Funds

Tribeca

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Interprac Financial Planning Pty Ltd

Mar 2020 - Jun 2026 Ceased

ACN 128 650 037 PTY LIMITED

Feb 2016 - Mar 2020 Ceased

Westpac Banking Corporation

Feb 2004 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register