Steven Gregory Wright
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000460898
- Location
- Brisbane QLD 4000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 7 February 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Human Resource Management and Marketing), Southern Cross University (2001); FNS60410, Kaplan Professional Education (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2019); Client Engagement Skills, Kaplan Professional (2020); Economic and Legal Context for Financial Planning, Kaplan Professional (2020)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Australian Institute of Superannuation Trustees (AIST); 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
- Restriction
- Superannuation products (excluding Self Managed Superannuation Funds)
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Gregory Wright
Steven Gregory Wright is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000460898.
The licensee Steven advises under is Industry Fund Services Limited (AFS licence 232514). That authorisation dates from 7 February 2022.
The register records 2014 as the year Steven first provided financial advice. The qualifications listed for Steven include Bachelor of Business (Human Resource Management and Marketing) (Southern Cross University, 2001), FNS60410 (Kaplan Professional Education, 2015) and Ethics and Professionalism in Financial Advice (Kaplan Professional Education, 2019). Professional memberships recorded: Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation products (excluding Self Managed Superannuation Funds).”
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Questions people ask
Is Steven Gregory Wright a registered financial adviser?
Yes. Steven Gregory Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000460898.
Which licensee does Steven Gregory Wright work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Steven Gregory Wright 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. It also records this restriction: "Superannuation products (excluding Self Managed Superannuation Funds)."