Financial Adviser
· NORWOOD, SA
Steven Crescitelli
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005405
Steven Crescitelli is a financial adviser based in Norwood, South Australia, with 24 years of experience in the financial services industry. Steven is currently authorised under Argent Wealth Licensing 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 Certified Financial Planner from FPA. Steven is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Economics
University of Adelaide
2005
Certified Financial Planner
FPA
2012
Diploma of Financial Services (Financial Planning)
Pinnacle
2015
RG146 Margin Lending Facilities
Financial Education Professionals
2017
Self Managed Superannuation Funds
Kaplan