Financial Adviser · ECHUCA, VIC

Steven Stubberfield

ECHUCA, VIC

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000231344

Currently at

Sg Advisory Wealth

Varsity Lakes, QLD (firm address)

View firm profile

Steven Stubberfield is a financial adviser based in Echuca, Victoria, with 37 years of experience in the financial services industry since 1989. Steven is currently authorised under Sgn Financial, operating through Sg Advisory Wealth. 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 Bachelor of Business (Accounting) from La Trobe University. Steven is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1981

Bachelor of Business (Accounting)

La Trobe University

2000

Financial Planning Specialist

CPA Australia

2010

Margin Lending and Geared Investments

Kaplan

2013

Diploma of Financial Planning

Kaplan Professional Education

2013

Self Managed Superannuation Funds

Kaplan Professional Education

Registration History

Sgn Financial Pty Ltd

Sep 2020 - Present Current

CAMPASPE FINANCIAL SERVICES PTY LTD

Jul 2018 - Sep 2020 Ceased

MAGNITUDE GROUP PTY LTD

Jul 2012 - Jul 2018 Ceased

Count Financial Limited

Jan 1991 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register