Steven Hall
Financial Adviser in Wantirna South, Victoria, Australia
Review Steven Hall
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 number000334268
- Location
- Wantirna South VIC 3152
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 19 November 2024
- First provided advice
- 2009
- Qualifications
- Bachelor of Business, Swinburne University of Technology (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Funds, Mentor Education (2015); Accredited Listed Product Adviser, Kaplan Professional (2023); Ethics and Professionalism in Financial Advice, Kaplan Professional (2023)
- 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 Hall
Steven Hall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wantirna South, Victoria (adviser number 000334268).
Steven provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 19 November 2024.
According to the register, Steven first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business (Swinburne University of Technology, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Self Managed Superannuation Funds (Mentor Education, 2015).
Steven is authorised to advise 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.
Reviews
Nobody has reviewed Steven Hall here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steven Hall a registered financial adviser?
Yes. Steven Hall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334268.
Which licensee does Steven Hall work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Steven Hall 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.