Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH SYDNEY, NSW

Yosha Steeghs-doorn

16 Years experience
Tax advice
authorised
Currently at
Professional Wealth Services Pty Ltd
North Sydney, NSW
View firm profile
ASIC Registered · ADV 000352050

Yosha Steeghs-doorn is a financial adviser based in North Sydney, New South Wales, with 16 years of experience in the financial services industry. Yosha is currently authorised under Professional Wealth Services Pty Ltd. Yosha 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 Bachelor of Business from Queensland University of Technology. Yosha is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business
Queensland University of Technology
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Self Managed Superannuation Funds Program
Kaplan Professional
2013
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Professional Wealth Services Pty Ltd
Dec 2014 - Present Current
SECURITOR FINANCIAL GROUP PTY LIMITED
Jul 2013 - Dec 2014 Ceased
W B FINANCIAL MANAGEMENT PTY LTD
Jun 2012 - Jun 2013 Ceased
IPLAN FINANCIAL SERVICES PTY LTD
Apr 2010 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register