Financial Adviser
· MELBOURNE, VIC
Steven Woodford
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311645
Steven Woodford is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Steven is currently authorised under Ri Advice Group 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 Master of Financial Planning from RMIT University. Steven is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Master of Financial Planning
RMIT University
2014
Margin Lending
Mentor Education
2014
Self Managed Superannuation Funds
Mentor Education
2015
Accredited Listed Product Adviser Program
KAPLAN
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register