Financial Adviser
· NORWEST, NSW
Steven John Clarke
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433860
Steven John Clarke is a financial adviser based in Norwest, New South Wales, with 13 years of experience in the financial services industry. Steven is currently authorised under Constellation Wealth Pty Ltd. Steven 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Steven is a member of Association of Independently Owned Financial Professionals (AIOFP) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Tax for Financial Advising
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited