Steven Dobson
Financial Adviser in Willetton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241442
- Location
- Willetton WA 6155
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 30 May 2018
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2003); Self Managed Superannuation Funds, Kaplan Professional (2004); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2009); Margin Lending and Geared Investments, Kaplan Professional (2011); Master of Business Administration, Murdoch University (2013); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (2015); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Advice Association of Australia (FAAA); SMSF 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 Steven Dobson
Steven Dobson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Willetton, Western Australia (adviser number 000241442).
Steven provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 30 May 2018.
The register records 2001 as the year Steven first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2003), Self Managed Superannuation Funds (Kaplan Professional, 2004) and Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2009). Steven is recorded as a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Steven Dobson a registered financial adviser?
Yes. Steven Dobson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241442.
Which licensee does Steven Dobson work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Steven Dobson 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.