Steve Matulich
Financial Adviser in Perth, Western Australia, Australia
Review Steve Matulich
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004111
- Location
- Perth WA 6000
- Licensee
- WP Wealth Professionals Pty Ltd (AFSL 537458)
- Authorised since
- 18 May 2026
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Advising, Kaplan (formerly Securities Institute Australia) (2003)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Steve Matulich
On the Financial Advisers Register kept by ASIC, Steve Matulich appears as a current financial adviser in Perth, Western Australia, adviser number 001004111.
The licensee Steve advises under is WP Wealth Professionals Pty Ltd (AFS licence 537458). The current authorisation started on 18 May 2026.
The register records 2005 as the year Steve first provided financial advice. The qualifications listed for Steve include Diploma of Financial Advising (Kaplan (formerly Securities Institute Australia), 2003).
Steve is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Steve Matulich here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steve Matulich a registered financial adviser?
Yes. Steve Matulich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004111.
Which licensee does Steve Matulich work under?
WP Wealth Professionals Pty Ltd, Australian financial services licence 537458.
What can Steve Matulich give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.