Steven Schofield
Financial Adviser in Mount Barker, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234977
- Location
- Mount Barker SA 5251
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 25 November 2023
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2014); Advanced Diploma of Financial Planning, Kaplan Professional Education (2015); Graduate Certificate in Financial Planning, Charles Sturt University (2017); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Professional Education (2022); IFS Specialist SMSF Course, SuperConcepts (2022); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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
- Restriction
- Authorisation excludes Direct Equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Schofield
On the Financial Advisers Register kept by ASIC, Steven Schofield appears as a current financial adviser in Mount Barker, South Australia, adviser number 001234977.
The licensee Steven advises under is Spark Advisors Australia Pty Ltd (AFS licence 380552). That authorisation dates from 25 November 2023.
The register records 2015 as the year Steven first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2014), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2015) and Graduate Certificate in Financial Planning (Charles Sturt University, 2017).
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.
The register adds a condition to this authorisation: “Authorisation excludes Direct Equities advice.”
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Questions people ask
Is Steven Schofield a registered financial adviser?
Yes. Steven Schofield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234977.
Which licensee does Steven Schofield work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Steven Schofield 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. It also records this restriction: "Authorisation excludes Direct Equities advice."