Michael Robert Sydney Stevens
Financial Adviser in Graceville, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308470
- Location
- Graceville QLD 4075
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 21 November 2019
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Management), University of Queensland (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning, Kaplan Professional (2011); Margin Lending & Geared Investments, Kaplan Professional (2011); Certificate IFinance and Mortgage Broking, Kaplan Professional (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
- Restriction
- Direct Equities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Robert Sydney Stevens
Michael Robert Sydney Stevens is a financial adviser in Graceville, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000308470.
The licensee Michael advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). That authorisation dates from 21 November 2019.
The register records 2006 as the year Michael first provided financial advice. The qualifications listed for Michael include Bachelor of Business (Management) (University of Queensland, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Advanced Diploma of Financial Services (Financial Planning (Kaplan Professional, 2011).
Michael is authorised to advise 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.
A further restriction is recorded on the register: “Direct Equities excludes direct equities advice.”
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Questions people ask
Is Michael Robert Sydney Stevens a registered financial adviser?
Yes. Michael Robert Sydney Stevens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308470.
Which licensee does Michael Robert Sydney Stevens work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Michael Robert Sydney Stevens 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: "Direct Equities excludes direct equities advice."