Financial Adviser
· MELBOURNE, VIC
Matthew Steptoe
No disciplinary history on record with ASIC
MELBOURNE,
VIC
27
Years experience
ASIC Registered · ADV 001004238
About Matthew Steptoe
Matthew Steptoe is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Matthew is currently authorised under Sira Group. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Matthew's qualifications include a Bachelor of Arts (Government Studies) from Edith Cowan University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1998
Bachelor of Arts (Government Studies)
Edith Cowan University
2012
Advanced Diploma of Financial Planning
Investment Banking Institute
2013
Advanced Diploma in Self Managed Superannuation Funds
Investment Banking Institute
2013
Self Managed Superannuation Funds
Investment Banking Institute
2014
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register