Financial Adviser
· SYDNEY, NSW
Steven Mitchell
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253271
Steven Mitchell is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Steven is currently authorised under Jbwere Ltd. Steven holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their 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
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register