Steven Stubberfield
Financial Adviser in Echuca, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231344
- Location
- Echuca VIC 3564
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 13 September 2020
- First provided advice
- 1989
- Qualifications
- Bachelor of Business (Accounting), La Trobe University (1981); Financial Planning Specialist, CPA Australia (2000); Margin Lending and Geared Investments, Kaplan (2010); Diploma of Financial Planning, Kaplan Professional Education (2013); Self Managed Superannuation Funds, Kaplan Professional Education (2013)
- Memberships
- CPA Australia (CPA); 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 Stubberfield
Steven Stubberfield is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Echuca, Victoria (adviser number 000231344).
Advice is given under the Australian financial services licence of SGN Financial Pty Ltd, licence number 490523. The current authorisation started on 13 September 2020.
The register records 1989 as the year Steven first provided financial advice. The qualifications listed for Steven include Bachelor of Business (Accounting) (La Trobe University, 1981), Financial Planning Specialist (CPA Australia, 2000) and Margin Lending and Geared Investments (Kaplan, 2010). Steven is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Steven is authorised to advise 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 Stubberfield a registered financial adviser?
Yes. Steven Stubberfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231344.
Which licensee does Steven Stubberfield work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Steven Stubberfield 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.