Financial Adviser · SANCTUARY COVE, QLD

Steven Robert Mcquillan

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000335368

Steven Robert Mcquillan is a financial adviser based in Sanctuary Cove, Queensland, with 17 years of experience in the financial services industry. Steven is currently authorised under Tmg Licensee 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 Bachelor of Commerce from The University of Queensland. Steven is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce
The University of Queensland
2005
Graduate Diploma (ICAA)
The Institute of Chartered Accountants in Australia
2008
Graduate Certificate in Financial Planning
Finsia

Registration History

Dec 2018 - Present Current
Jun 2018 - Dec 2018 Ceased
Sep 2012 - Jun 2018 Ceased
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
RISK ADVICE SPECIALISTS PTY LTD
Dec 2011 - Sep 2012 Ceased
PATRONUS RISK SPECIALISTS PTY LTD
Nov 2010 - Dec 2011 Ceased
Aug 2010 - Apr 2012 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Mar 2009 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register