Financial Adviser
· CAMBERWELL, VIC
Steven Klacar
No disciplinary history on record with ASIC
19
Years experience
ASIC Registered · ADV 001257013
Steven Klacar is a financial adviser based in Camberwell, Victoria, with 19 years of experience in the financial services industry. Steven is currently authorised under First Mutual Australia Pty Ltd. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Advanced Diploma of Financial Planning from International Institute of Technology.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2001
Diploma of Business
- Swinburne
2009
Superannuation
RMIT University
2010
Diploma of Financial Services (Financial Planning)
Mentor Education Group
2015
Advanced Diploma of Financial Planning
International Institute of Technology
2015
Diploma of Financial Planning
International Institute of Technology
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register