Financial Adviser
· HEALESVILLE, VIC
Steven David King
No disciplinary history on record with ASIC
HEALESVILLE,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000424920
Steven David King is a financial adviser based in Healesville, Victoria, with 14 years of experience in the financial services industry since 2012. Steven is currently authorised under Secure Advice, operating through Stonebridge Financial Services. 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 Education Pty Ltd.
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
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2012
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2014
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2018
Tier 1 Margin Lending
- Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd