Financial Adviser · BRISBANE, QLD

Steven Gregory Wright

BRISBANE, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000460898
Currently at
Melbourne, VIC (firm address)

About Steven Gregory Wright

Steven Gregory Wright is a financial adviser based in Brisbane, Queensland, with 12 years of experience in the financial services industry since 2014. Steven is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Bachelor of Business (Human Resource Management and Marketing) from Southern Cross University. Steven is a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and 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

Restrictions: Superannuation products (excluding Self Managed Superannuation Funds)

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Business (Human Resource Management and Marketing)
Southern Cross University
2015
FNS60410
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional

Registration History

Feb 2022 - Present Current
Superannuation products (excluding Self Managed Superannuation Funds)
Jun 2018 - Jan 2022 Ceased
Jul 2014 - May 2018 Ceased

Source: ASIC Financial Advisers Register