Financial Adviser
· DRUMMOND COVE, WA
Michel Steffan
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243608
Michel Steffan is a financial adviser based in Drummond Cove, Western Australia, with 23 years of experience in the financial services industry. Michel is currently authorised under Impartial Financial Advisers Pty Ltd. Michel 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 FPA 5 Unit CFP Program from FPA. Michel is a member of Certified Independent Financial Advisers Association.
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
1997
Degree Business Economics
Hogeschool Holland
2004
Diploma of Financial Planninf
FPA
2007
FPA 5 Unit CFP Program
FPA
2011
Master of Taxation
Curtin University
2012
SPAA Specialist Accredition SSA
SPAA
2021
Ethics and Professionalism in Finance
Ethics - Kaplan Professional
Registration History
Advice in Securities - Limited to Model Portfolios
DOVER FINANCIAL ADVISERS PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register