Financial Adviser
· ECHUCA, VIC
Steven Stubberfield
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231344
Steven Stubberfield is a financial adviser based in Echuca, Victoria, with 37 years of experience in the financial services industry. Steven is currently authorised under Sgn Financial 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 Bachelor of Business (Accounting) from La Trobe University. Steven is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1981
Bachelor of Business (Accounting)
La Trobe University
2000
Financial Planning Specialist
CPA Australia
2010
Margin Lending and Geared Investments
Kaplan
2013
Diploma of Financial Planning
Kaplan Professional Education
2013
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
CAMPASPE FINANCIAL SERVICES PTY LTD
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register