Data sourced from ASIC Financial Advisers Register
Financial Adviser · HEIDELBERG, VIC

Steven Melling

23 Years experience
ASIC Registered · ADV 000234711
Currently at
Paul Melling & Associates
Heidelberg, VIC
View firm profile

Steven Melling is a financial adviser based in Heidelberg, Victoria, with 23 years of experience in the financial services industry since 2003. Steven is currently authorised under Paul Melling & Associates, operating through Paul Melling & Associates Pty. Steven holds authorisations to advise on superannuation, life insurance investments, managed investments and securities. Steven's qualifications include a Master of Applied Finance from Macquarie University. Steven is a member of Association of Superannuation Funds Australia (ASFA), Chartered Alternative Investment Analyst Association, Chartered Financial Analyst Institute (CFA Institute), Financial Services Institute of Australasia (FINSIA) and Global Association of Risk Professionals (GARP).

Authorised to Advise On

Superannuation Life Insurance Investments Managed Investments Securities Deposit Products

Qualifications and Training

2000
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia - FINSIA
2002
Master of Applied Finance
Macquarie University
2004
CFA Charterholder
CFA Institute
2017
Master of Banking and Finance Law
Melbourne University
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Paul Melling & Associates Pty. Limited
Sep 2003 - Present Current

Source: ASIC Financial Advisers Register