Financial Adviser · SYDNEY, NSW

Imke Steyer

4 Years experience
Tax advice
authorised
ASIC Registered · ADV 001294095

Imke Steyer is a financial adviser based in Sydney, New South Wales, with 4 years of experience in the financial services industry. Imke is currently authorised under Firstunity Financial Services Pty Limited. Imke 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 Financial Planning from Kaplan. Imke is a member of CPA Australia (CPA).

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

2021
Graduate Diploma Financial Planning
Kaplan
2023
TFAv1 Tax for Financial Advising
KAPLAN Professional

Registration History

Oct 2021 - Present Current

Source: ASIC Financial Advisers Register