Financial Adviser
· WEST ROCKHAMPTON, QLD
Steven John Duke
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327427
Steven John Duke is a financial adviser based in West Rockhampton, Queensland, with 18 years of experience in the financial services industry. Steven is currently authorised under Millennium 3 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 Advanced Diploma of Financial Planning from Kaplan Education Pty Ltd.
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
2004
Diploma of Financial Services (Financial Planning)
ThreeSixty
2009
Certificate IV Financial Service (Finance/Mortgage Broking) FNS40804
MFAA
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register