Financial Adviser · GRACEVILLE, QLD

Michael Robert Sydney Stevens

20 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000308470

Michael Robert Sydney Stevens is a financial adviser based in Graceville, Queensland, with 20 years of experience in the financial services industry. Michael is currently authorised under Infocus Securities Australia Pty Ltd. Michael 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 Bachelor of Business (Management) from University of Queensland.

Authorised to Advise On

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

Restrictions: Direct Equities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Management)

University of Queensland

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning

Kaplan Professional

2011

Margin Lending & Geared Investments

Kaplan Professional

2014

Certificate IFinance and Mortgage Broking

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Nov 2019 - Present Current

Direct Equities excludes direct equities advice

Commonwealth Financial Planning Limited

Dec 2014 - Nov 2019 Ceased

Not authorised to provide personal advice on Securities

Commonwealth Financial Planning Limited

Jul 2009 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register