Steven George Kerbel
Financial Adviser in Osborne Park, Western Australia, Australia
Review Steven George Kerbel
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 number000257862
- Location
- Osborne Park WA 6017
- Licensee
- Blythe Group Pty Ltd (AFSL 520958)
- Authorised since
- 4 April 2020
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Economics and Commercial Law), Rhodes University (1995); Fellow Chartered Financial Practitioner (FChFP), Mentor Education Pty Ltd (2012); Advanced Diploma of Financial Planning, Mentor Education Pty Ltd (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); FPC007B Client and Consumer Behaviour, Engagement and Decision Making, Kaplan Higher Education Pty Limited (2020); Certified Financial Planner (CFP), Financial Advice Association of Australia (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven George Kerbel
Steven George Kerbel is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000257862.
Steven provides advice as an authorised representative of Blythe Group Pty Ltd, which holds Australian financial services licence 520958. The current authorisation started on 4 April 2020.
According to the register, Steven first provided financial advice in 2001. The qualifications listed for Steven include Bachelor of Commerce (Economics and Commercial Law) (Rhodes University, 1995), Fellow Chartered Financial Practitioner (FChFP) (Mentor Education Pty Ltd, 2012) and Advanced Diploma of Financial Planning (Mentor Education Pty Ltd, 2020). Steven is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Steven George Kerbel here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steven George Kerbel a registered financial adviser?
Yes. Steven George Kerbel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000257862.
Which licensee does Steven George Kerbel work under?
Blythe Group Pty Ltd, Australian financial services licence 520958.
What can Steven George Kerbel 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.