Financial Adviser
· MERMAID WATERS, QLD
Steven Brian Hallam
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287522
Steven Brian Hallam is a financial adviser based in Mermaid Waters, Queensland, with 27 years of experience in the financial services industry. Steven is currently authorised under Templestone Financial Services 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 Post Graduate Diploma of Management from Macquarie.
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
2005
Post Graduate Diploma of Management
Macquarie
2009
ASX Securities
Kaplan
2009
Self Managed Super Fund Course
Kaplan
2010
Margin Lending
Kaplan
2014
Certificate IV in Financial Services (Finance/Mortgage Broking)
AAMC