Steven Lequerica
Financial Adviser in Hermit Park, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436471
- Location
- Hermit Park QLD 4812
- Licensee
- My Fortress Pty Ltd (AFSL 508806)
- Authorised since
- 4 May 2019
- First provided advice
- 2013
- Qualifications
- Bachelor of Business, James Cook University (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certified Financial Planner, Financial Planning Association of Australia (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Lequerica
Steven Lequerica is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hermit Park, Queensland (adviser number 000436471).
Steven provides advice as an authorised representative of My Fortress Pty Ltd, which holds Australian financial services licence 508806. The current authorisation started on 4 May 2019.
The register records 2013 as the year Steven first provided financial advice. Qualifications and training on file include Bachelor of Business (James Cook University, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Steven is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Steven Lequerica a registered financial adviser?
Yes. Steven Lequerica is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436471.
Which licensee does Steven Lequerica work under?
My Fortress Pty Ltd, Australian financial services licence 508806.
What can Steven Lequerica 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.