Steven John Brand
Financial Adviser in Gisborne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000271693
- Location
- Gisborne VIC 3437
- Licensee
- Climb Wealth Pty Ltd (AFSL 409424)
- Authorised since
- 6 May 2019
- First provided advice
- 2017
- Qualifications
- Certificate IV in Finance and Mortgage Broking, Skill Solutions (2015); Diploma of Financial Planning, Mentor Education (2016); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2018); Advanced Diploma of Financial Planning, Mentor Education (2019)
- 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
- Register status
- Current
About Steven John Brand
On the Financial Advisers Register kept by ASIC, Steven John Brand appears as a current financial adviser in Gisborne, Victoria, adviser number 000271693.
Steven provides advice as an authorised representative of Climb Wealth Pty Ltd, which holds Australian financial services licence 409424. That authorisation dates from 6 May 2019.
According to the register, Steven first provided financial advice in 2017. The qualifications listed for Steven include Certificate IV in Finance and Mortgage Broking (Skill Solutions, 2015), Diploma of Financial Planning (Mentor Education, 2016) and Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor Education, 2018).
Steven is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total.
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Questions people ask
Is Steven John Brand a registered financial adviser?
Yes. Steven John Brand is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000271693.
Which licensee does Steven John Brand work under?
Climb Wealth Pty Ltd, Australian financial services licence 409424.
What can Steven John Brand 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.