Data sourced from ASIC Financial Advisers Register
Financial Adviser · PORTLAND, VIC

Steven Greenham

32 Years experience
Tax advice
authorised
Currently at
Ri Advice Group Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000266778

Steven Greenham is a financial adviser based in Portland, Victoria, with 32 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Steven is a member of CFP - Certified Financial Planner (FPA) 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2015
Accredited Aged Care Professional
Aged Care Steps
2015
Self Managed Superannuation Funds
Mentor Education

Registration History

Ri Advice Group Pty Ltd
May 2021 - Present Current
FINANCIAL SERVICES PARTNERS PTY LIMITED
Sep 2017 - May 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only; Superannuation: Not authorised to provide SMSF advice
Charter Financial Planning Limited
Jun 2015 - Sep 2017 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
May 2014 - Jun 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
QUADRANT SECURITIES PTY LTD
Dec 2009 - May 2014 Ceased

Source: ASIC Financial Advisers Register