Michel Steffan
Financial Adviser in Drummond Cove, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243608
- Location
- Drummond Cove WA 6532
- Licensee
- Impartial Financial Advisers Pty Ltd (AFSL 533684)
- Authorised since
- 20 January 2022
- First provided advice
- 2003
- Qualifications
- Degree Business Economics, Hogeschool Holland (1997); Diploma of Financial Planninf, FPA (2004); FPA 5 Unit CFP Program, FPA (2007); Master of Taxation, Curtin University (2011); SPAA Specialist Accredition SSA, SPAA (2012); Ethics and Professionalism in Finance, Kaplan Professional (2021)
- Memberships
- Certified Independent Financial Advisers Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michel Steffan
Michel Steffan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Drummond Cove, Western Australia (adviser number 000243608).
The licensee Michel advises under is Impartial Financial Advisers Pty Ltd (AFS licence 533684). That authorisation dates from 20 January 2022.
According to the register, Michel first provided financial advice in 2003. Qualifications and training on file include Degree Business Economics (Hogeschool Holland, 1997), Diploma of Financial Planninf (FPA, 2004) and FPA 5 Unit CFP Program (FPA, 2007). Professional memberships recorded: Certified Independent Financial Advisers Association.
Michel 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.
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Questions people ask
Is Michel Steffan a registered financial adviser?
Yes. Michel Steffan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243608.
Which licensee does Michel Steffan work under?
Impartial Financial Advisers Pty Ltd, Australian financial services licence 533684.
What can Michel Steffan 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.