Data sourced from ASIC Financial Advisers Register
Financial Adviser · MOUNT BARKER, SA

Steven Schofield

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001234977
Currently at
Teakle Financial Planning
Brighton, VIC
View firm profile

Steven Schofield is a financial adviser based in Mount Barker, South Australia, with 11 years of experience in the financial services industry since 2015. Steven is currently authorised under Spark Advisors Australia, operating through Teakle Financial Planning. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Authorisation excludes Direct Equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2014
Diploma of Financial Planning
Kaplan Professional Education
2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2017
Graduate Certificate in Financial Planning
Charles Sturt University
2022
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional Education
2022
IFS Specialist SMSF Course
SuperConcepts
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd
Nov 2023 - Present Current
Authorisation excludes Direct Equities advice
Noble Rock Partners Pty Ltd
Dec 2018 - Nov 2023 Ceased
Westpac Banking Corporation
Aug 2015 - Oct 2018 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register