Financial Adviser
· SCARBOROUGH, QLD
Alexander Ryan Steer
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467773
Alexander Ryan Steer is a financial adviser based in Scarborough, Queensland, with 12 years of experience in the financial services industry. Alexander is currently authorised under Premium Advisory Pty Ltd. Alexander 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Services
Integrity Education Group
2015
Margin Lending
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2020
FASEA Exam
FASEA
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
A.C.N. 603 037 510 PTY LTD
A.C.N. 603 037 510 PTY LTD
Direct Equities excludes direct equities advice
ACN 128 650 037 PTY LIMITED
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register