Financial Adviser
· SOUTH MELBOURNE, VIC
Steven Ly
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000461757
Steven Ly is a financial adviser based in South Melbourne, Victoria, with 12 years of experience in the financial services industry. Steven is currently authorised under Ifa Licencing Services 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 from Swinburne University of Technology. Steven is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business
Swinburne University of Technology
2014
Diploma of Financial Planning
Investment Banking Institute (IBI)
2015
Advanced Diploma of Financial Services (SMSF)
Integrity Education Group
2022
MAI769 Ethics for Financial Services
Ethics - Deakin University
2025
FPC006 Taxation for Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register