Financial Adviser · MT WAVERLEY, VIC

Steven Kupraiou

MT WAVERLEY, VIC
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008041
Currently at
Sydney, NSW (firm address)

Steven Kupraiou is a financial adviser based in Mt Waverley, Victoria, with 14 years of experience in the financial services industry since 2012. Steven is currently authorised under Ri Advice Group. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University.

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

2011
Bachelor of Commerce (Financial Planning)
Deakin University
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education
2016
Self Managed Superannuation Funds
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

May 2021 - Present Current
FINANCIAL SERVICES PARTNERS PTY LIMITED
Dec 2016 - May 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only.
May 2015 - Dec 2016 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register