Financial Adviser
· MIRANDA, NSW
Steven Mach
No disciplinary history on record with ASIC
MIRANDA,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246645
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through GJ Private Group
About Steven Mach
Steven Mach is a financial adviser based in Miranda, New South Wales, with 10 years of experience in the financial services industry since 2016. Steven works at True North Lifestyle, which is licensed through Gj Private Group. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce/Bachelor of Engineering
University of Sydney
2016
Diploma of Financial Planning
Monarch Institute
2017
Advanced Diploma of Financial Planning
Monarch Institute
2019
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2024
Commercial Law
Kaplan Higher Education Pty Limited
2025
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited
2026
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register