Financial Adviser
· SUBIACO, WA
Steven Bean
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004722
Steven Bean is a financial adviser based in Subiaco, Western Australia, with 14 years of experience in the financial services industry. Steven is currently authorised under Symmetry 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 Bachelor of Commerce (Banking and Finance) from Curtin University.
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 Commerce (Banking and Finance)
Curtin University
2013
Certificate IV in Business
WG Learning
2013
Diploma of Financial Planning
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Excluding Self Managed Superannuation Funds
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register