Financial Adviser
· BENDIGO, VIC
Steven James Costall
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000261433
Steven James Costall is a financial adviser based in Bendigo, Victoria, with 26 years of experience in the financial services industry. Steven is currently authorised under Avana Financial Solutions 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 Financial Planning Association of Australia Limited. Steven is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Advising
Securities Institute
2007
Certified Financial Planner
Financial Planning Association of Australia Limited
2009
ASX Accredited Listed Product Adviser (LAPA) Program
Kaplan Professional
2010
Fellow Charted Financial Practitioner (FChFP)
Mentor Education Group
2019
SMSF Association Specialist Accreditation Program
SMSF Association