Steven James Costall
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000261433
- Location
- Bendigo VIC 3550
- Licensee
- Avana Financial Solutions Pty Ltd (AFSL 516325)
- Authorised since
- 3 October 2023
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Advising, Securities Institute (2002); Certified Financial Planner, Financial Planning Association of Australia Limited (2007); ASX Accredited Listed Product Adviser (LAPA) Program, Kaplan Professional (2009); Fellow Charted Financial Practitioner (FChFP), Mentor Education Group (2010); SMSF Association Specialist Accreditation Program, SMSF Association (2019)
- Memberships
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven James Costall
On the Financial Advisers Register kept by ASIC, Steven James Costall appears as a current financial adviser in Bendigo, Victoria, adviser number 000261433.
Advice is given under the Australian financial services licence of Avana Financial Solutions Pty Ltd, licence number 516325. That authorisation dates from 3 October 2023.
According to the register, Steven first provided financial advice in 2000. Qualifications and training on file include Diploma of Financial Advising (Securities Institute, 2002), Certified Financial Planner (Financial Planning Association of Australia Limited, 2007) and ASX Accredited Listed Product Adviser (LAPA) Program (Kaplan Professional, 2009). Professional memberships recorded: 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 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 James Costall a registered financial adviser?
Yes. Steven James Costall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000261433.
Which licensee does Steven James Costall work under?
Avana Financial Solutions Pty Ltd, Australian financial services licence 516325.
What can Steven James Costall 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.