Financial Adviser
· MOUNT BARKER, SA
Steven Schofield
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234977
Steven Schofield is a financial adviser based in Mount Barker, South Australia, with 11 years of experience in the financial services industry. Steven is currently authorised under Spark Advisors Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Authorisation excludes Direct Equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Kaplan Professional Education
2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2017
Graduate Certificate in Financial Planning
Charles Sturt University
2022
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional Education
2022
IFS Specialist SMSF Course
SuperConcepts
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Authorisation excludes Direct Equities advice
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register