Steven Taylor Watson
Financial Adviser in Rhodes, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238986
- Location
- Rhodes NSW 2138
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 1 July 2019
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Kaplan (2015); Advanced Diploma of Financial Planning, Kaplan (2016); Self Managed Super Funds, Kaplan (2016); Bachelor Financial Services, Edinburgh Napier University (2019); Certified Financial Planner, FAAA (2019); Ethics and Professionalism in Financial Advice, Kaplan (2019); Commercial Law, Kaplan (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 Taylor Watson
Steven Taylor Watson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rhodes, New South Wales (adviser number 001238986).
The licensee Steven advises under is Bluewater Financial Advisors Pty Ltd (AFS licence 411846). The current authorisation started on 1 July 2019.
The register records 2016 as the year Steven first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2015), Advanced Diploma of Financial Planning (Kaplan, 2016) and Self Managed Super Funds (Kaplan, 2016). 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 Taylor Watson a registered financial adviser?
Yes. Steven Taylor Watson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238986.
Which licensee does Steven Taylor Watson work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Steven Taylor Watson 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.