Steven Radic
Financial Adviser in Kent Town, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252680
- Location
- Kent Town SA 5067
- Licensee
- My Plan Group Pty Ltd (AFSL 528220)
- Authorised since
- 1 July 2021
- First provided advice
- 2003
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2015); Certified Financial Planner Education Program (5 units), FPA Australia (2020); Master of Financial Planning, Kaplan Higher Education (2020); Self-Managed Superannuation Funds (FPE016), Kaplan Higher Education (2020)
- Memberships
- Certified Financial Planner (CFP) of the Financial Planning Association of Australia; 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Radic
On the Financial Advisers Register kept by ASIC, Steven Radic appears as a current financial adviser in Kent Town, South Australia, adviser number 000252680.
Steven provides advice as an authorised representative of My Plan Group Pty Ltd, which holds Australian financial services licence 528220. The current authorisation started on 1 July 2021.
According to the register, Steven first provided financial advice in 2003. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Professional, 2015), Certified Financial Planner Education Program (5 units) (FPA Australia, 2020) and Master of Financial Planning (Kaplan Higher Education, 2020). Steven is recorded as a member of Certified Financial Planner (CFP) of the Financial Planning Association of Australia and 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 8 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 Radic a registered financial adviser?
Yes. Steven Radic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252680.
Which licensee does Steven Radic work under?
My Plan Group Pty Ltd, Australian financial services licence 528220.
What can Steven Radic 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.