Financial Adviser
· WEST PERTH, WA
Steven Gregory Boyce
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433262
Steven Gregory Boyce is a financial adviser based in West Perth, Western Australia, with 19 years of experience in the financial services industry. Steven is currently authorised under Capital Partners Consulting 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 Certified Financial Planner from Financial Planning Association. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
University of Western Australia
2011
Graduate Diploma of Applied Finance
Kaplan
2016
Accredited Investment Fiduciary
Centre of Fiduciary Excellence
2019
Certified Financial Planner
Financial Planning Association
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register