Matthew Steptoe
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004238
- Location
- Melbourne VIC 3000
- Licensee
- Sira Group Pty Ltd (AFSL 278423)
- Authorised since
- 20 November 2023
- First provided advice
- 1999
- Qualifications
- Bachelor of Arts (Government Studies), Edith Cowan University (1998); Advanced Diploma of Financial Planning, Investment Banking Institute (2012); Advanced Diploma in Self Managed Superannuation Funds, Investment Banking Institute (2013); Self Managed Superannuation Funds, Investment Banking Institute (2013); Margin Lending and Geared Investments, Kaplan Professional Education (2014)
- 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, managed discretionary account services
- Register status
- Current
About Matthew Steptoe
Matthew Steptoe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001004238).
The licensee Matthew advises under is Sira Group Pty Ltd (AFS licence 278423). That authorisation dates from 20 November 2023.
The register records 1999 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Arts (Government Studies) (Edith Cowan University, 1998), Advanced Diploma of Financial Planning (Investment Banking Institute, 2012) and Advanced Diploma in Self Managed Superannuation Funds (Investment Banking Institute, 2013).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total.
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Questions people ask
Is Matthew Steptoe a registered financial adviser?
Yes. Matthew Steptoe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004238.
Which licensee does Matthew Steptoe work under?
Sira Group Pty Ltd, Australian financial services licence 278423.
What can Matthew Steptoe 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; managed discretionary account services.