Anne Therese Steer
Financial Adviser in Harrington Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004663
- Location
- Harrington Park NSW 2567
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 2 June 2026
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Advising, Securities Institute (2004); Certified Financial Planner, Financial Advice Association of Australia (FAAA) (2005); Self Managed Superannuation Funds, Tribeca (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Anne Therese Steer
Anne Therese Steer is a financial adviser in Harrington Park, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004663.
The licensee Anne advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 2 June 2026.
The register records 1999 as the year Anne first provided financial advice. The qualifications listed for Anne include Diploma of Financial Advising (Securities Institute, 2004), Certified Financial Planner (Financial Advice Association of Australia (FAAA), 2005) and Self Managed Superannuation Funds (Tribeca, 2005). Anne is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Anne Therese Steer a registered financial adviser?
Yes. Anne Therese Steer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004663.
Which licensee does Anne Therese Steer work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Anne Therese Steer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."