Financial Adviser
· PALM BEACH, QLD
Sheldon Steeles
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003211
Sheldon Steeles is a financial adviser based in Palm Beach, Queensland, with 12 years of experience in the financial services industry. Sheldon is currently authorised under Alpine Financial Advice Pty Ltd. Sheldon 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 Graduate Diploma of Financial Planning from Kaplan Professional. Sheldon 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
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning
International Institute of Technology
2014
Diploma of Financial Planning
International Institute of Technology
2015
Principles in Self Managed Superannuation Funds
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan Professional