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

Steven Mach

10 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001246645

Steven Mach is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Steven is currently authorised under Akumin Financial Planning Pty Limited. 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 of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

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

Registration History

Akumin Financial Planning Pty Limited
Nov 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Mufg Retire360 Pty Limited
Aug 2016 - May 2018 Ceased

Source: ASIC Financial Advisers Register