Financial Adviser
· WANTIRNA SOUTH, VIC
Steven Hall
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334268
Steven Hall is a financial adviser based in Wantirna South, Victoria, with 17 years of experience in the financial services industry. Steven is currently authorised under Capstone Financial Planning 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
Swinburne University of Technology
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Self Managed Superannuation Funds
Mentor Education
2023
Accredited Listed Product Adviser
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register