Steven John Barclay
Financial Adviser in Phillip, Australian Capital Territory, Australia
Review Steven John Barclay
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 number000331374
- Location
- Phillip ACT 2606
- Licensee
- Financial Planning Advice Australia Pty. Ltd. (AFSL 461710)
- Authorised since
- 15 September 2014
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Planning, Kaplan (2006); Bachelor of Commerce, University of Canberra (2013); SMSF Program, Kaplan (2013)
- 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 John Barclay
Steven John Barclay is a financial adviser in Phillip, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000331374.
Steven provides advice as an authorised representative of Financial Planning Advice Australia Pty. Ltd., which holds Australian financial services licence 461710. That authorisation dates from 15 September 2014.
According to the register, Steven first provided financial advice in 2006. The qualifications listed for Steven include Diploma of Financial Planning (Kaplan, 2006), Bachelor of Commerce (University of Canberra, 2013) and SMSF Program (Kaplan, 2013).
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 John Barclay here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steven John Barclay a registered financial adviser?
Yes. Steven John Barclay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331374.
Which licensee does Steven John Barclay work under?
Financial Planning Advice Australia Pty. Ltd., Australian financial services licence 461710.
What can Steven John Barclay 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.