Financial Adviser
· SYDNEY, NSW
Steven Hastie
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472126
Steven Hastie is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Steven is currently authorised under Adviser Services Hub 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 Certified Financial Planner from Financial Planning Association (FPA). Steven 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Real Estate & Property Developement)
Griffith University
2012
Bachelor of Commerce (Finance)
Griffith University
2013
Diploma of Financial Planning FNS50611
Monarch Institute
2016
RG146 Margin Lending
Monarch Institute
2019
Certified Financial Planner
Financial Planning Association (FPA)
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
MDA services are restricted to Limited Authority to Operate services. 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