Steven Greenham
Financial Adviser in Portland, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000266778
- Location
- Portland VIC 3305
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 18 May 2021
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2009); Margin Lending and Geared Investments, Kaplan Professional (2011); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2012); Accredited Aged Care Professional, Aged Care Steps (2015); Self Managed Superannuation Funds, Mentor Education (2015)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Greenham
On the Financial Advisers Register kept by ASIC, Steven Greenham appears as a current financial adviser in Portland, Victoria, adviser number 000266778.
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. The current authorisation started on 18 May 2021.
The register records 1994 as the year Steven first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2009), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Diploma of Finance and Mortgage Broking Management (Kaplan Professional, 2012). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Steven is authorised to advise 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.
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Questions people ask
Is Steven Greenham a registered financial adviser?
Yes. Steven Greenham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000266778.
Which licensee does Steven Greenham work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Steven Greenham give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.