Data sourced from ASIC Financial Advisers Register
Financial Adviser · MAGILL, SA

Steven Michael Milios

17 Years experience
Tax advice
authorised
Currently at
Core Financial Services Pty Ltd
West Perth, WA
View firm profile
ASIC Registered · ADV 000343233

Steven Michael Milios is a financial adviser based in Magill, South Australia, with 17 years of experience in the financial services industry. Steven is currently authorised under Core Financial Services Pty Ltd. Steven holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Cert III in Financial Planning (Financial Planning: Principles & Applications) from The Australian Institute of Financial Studies Pty Ltd. Steven is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Steve is authorised to provide advice on Life Insurance only including under Super and SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2000
Cert III in Financial Planning (Financial Planning: Principles & Applications)
The Australian Institute of Financial Studies Pty Ltd
2001
Insurance Planning: Principles & Applications
The Australian Institute of Financial Studies Pty Ltd
2001
Superannuation & Retirement Planning
The Australian Institute of Financial Studies Pty Ltd
2004
Investment Planning 2 (90879NSW)
Integratec (Aust) Pty Ltd

Registration History

Core Financial Services Pty Ltd
Dec 2020 - Present Current
Steve is authorised to provide advice on Life Insurance only including under Super and SMSFs
Marsh Advantage Insurance Pty Ltd
Nov 2014 - Dec 2020 Ceased
Superannuation is limited to the placement of insurance via the superannuation environment, rollover of funds from a superannuation fund to another to pay for premiums and nomination of beneficiary(ies) as it is a requirement under the SIS Act. Authorisation includes General Insurance limited to Personal Accident and Sickness Policies.
ARTHUR J. GALLAGHER (LIFE SOLUTIONS) PTY LTD
Dec 2009 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register