Steven Melling
Financial Adviser in Heidelberg, Victoria, Australia
Review Steven Melling
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 number000234711
- Location
- Heidelberg VIC 3084
- Licensee
- Paul Melling & Associates Pty. Limited (AFSL 231247)
- Authorised since
- 2 September 2003
- First provided advice
- 2003
- Qualifications
- Graduate Diploma in Applied Finance and Investment, FINSIA (2000); Master of Applied Finance, Macquarie University (2002); CFA Charterholder, CFA Institute (2004); Master of Banking and Finance Law, Melbourne University (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Chartered Alternative Investment Analyst Association; Chartered Financial Analyst Institute (CFA Institute); Financial Services Institute of Australasia (FINSIA); Global Association of Risk Professionals (GARP)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products
- Register status
- Current
About Steven Melling
Steven Melling is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Heidelberg, Victoria (adviser number 000234711).
The licensee Steven advises under is Paul Melling & Associates Pty. Limited (AFS licence 231247). That authorisation dates from 2 September 2003.
The register records 2003 as the year Steven first provided financial advice. The qualifications listed for Steven include Graduate Diploma in Applied Finance and Investment (FINSIA, 2000), Master of Applied Finance (Macquarie University, 2002) and CFA Charterholder (CFA Institute, 2004). Professional memberships recorded: Association of Superannuation Funds Australia (ASFA), Chartered Alternative Investment Analyst Association and Chartered Financial Analyst Institute (CFA Institute).
Steven is authorised to advise on superannuation, securities, managed investment schemes, life investment products and deposit and payment products.
Reviews
Nobody has reviewed Steven Melling here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steven Melling a registered financial adviser?
Yes. Steven Melling is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234711.
Which licensee does Steven Melling work under?
Paul Melling & Associates Pty. Limited, Australian financial services licence 231247.
What can Steven Melling give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products.