Steven William McIver
Financial Adviser in Brighton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000346060
- Location
- Brighton VIC 3186
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 13 August 2021
- First provided advice
- 2010
- Qualifications
- Bachelor of Applied Science, Deakin University (1998); Master of Heath Science, Victoria University of Technology (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2018)
- 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
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven William McIver
Steven William McIver is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brighton, Victoria (adviser number 000346060).
Steven provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 13 August 2021.
The register records 2010 as the year Steven first provided financial advice. Qualifications and training on file include Bachelor of Applied Science (Deakin University, 1998), Master of Heath Science (Victoria University of Technology, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Steven is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Steven William McIver a registered financial adviser?
Yes. Steven William McIver is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000346060.
Which licensee does Steven William McIver work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Steven William McIver 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. It also records this restriction: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."