Steven James Skoglund
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245208
- Location
- Melbourne VIC 3004
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 1 May 2026
- First provided advice
- 2003
- Qualifications
- Generic Financial Planning, CA (2002); Managed Investments, CA (2002); Superannuation and Retirement Planning, CA (2002); Self Managed Super Fund Course, Australian Executor Trustees (2005); Risk Management, Kaplan (2013)
- Memberships
- SMSF Association
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven James Skoglund
Steven James Skoglund is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000245208.
Steven provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. The current authorisation started on 1 May 2026.
The register records 2003 as the year Steven first provided financial advice. Qualifications and training on file include Generic Financial Planning (CA, 2002), Managed Investments (CA, 2002) and Superannuation and Retirement Planning (CA, 2002). Professional memberships recorded: SMSF Association.
Steven is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Steven James Skoglund a registered financial adviser?
Yes. Steven James Skoglund is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245208.
Which licensee does Steven James Skoglund work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Steven James Skoglund give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.