Financial Adviser
· EAST TOOWOOMBA, QLD
Steven John Kirkman
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255557
Steven John Kirkman is a financial adviser based in East Toowoomba, Queensland, with 29 years of experience in the financial services industry. Steven is currently authorised under Mcs Financial Planning 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 of Australia (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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2004
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd