Financial Adviser · SYDNEY, NSW

Steven Mitchell

SYDNEY, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001253271

Licensee

Jbwere

Melbourne, VIC (licence address on ASIC register)

View licensee

About Steven Mitchell

Steven Mitchell is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Steven is currently authorised under Jbwere. Steven holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Steven's qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce (Accounting)

La Trobe University

2019

Master of Applied Finance

Kaplan Higher Education Pty Limited

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd

Mar 2017 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register