Financial Adviser · WILLETTON, WA

Steven Dobson

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000241442

Steven Dobson is a financial adviser based in Willetton, Western Australia, with 25 years of experience in the financial services industry. Steven is currently authorised under Consultum Financial Advisers 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 Master of Business Administration from Murdoch University. Steven is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF 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

2003

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2004

Self Managed Superannuation Funds

Kaplan Professional

2009

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2011

Margin Lending and Geared Investments

Kaplan Professional

2013

Master of Business Administration

Murdoch University

2015

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers

2018

ASX Listed Products Accreditation Course (LPAC)

LPAC Online

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Consultum Financial Advisers Pty Ltd

May 2018 - Present Current

MERITUM FINANCIAL GROUP PTY LTD

Oct 2012 - May 2018 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Oct 2003 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register