Financial Adviser · WOODSTOCK, VIC

Steven Robert Maynes

WOODSTOCK, VIC
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000238628
Currently at
Breakwater, VIC (firm address)

Steven Robert Maynes is a financial adviser based in Woodstock, Victoria, with 23 years of experience in the financial services industry since 2003. Steven is currently authorised under Cumulus Financial Group, operating through Mayneline Investments. 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 in Financial Planning from University of New England.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001
Entry Level Competencies for Financial Service Professionals
UTS
2002
Superannuation & Retirement Planning
UTS
2013
Principles in Self Managed Superannuation Funds
IIT
2020
Advanced Diploma of Financial Planning
Monarch Institute
2022
Graduate Diploma in Financial Planning
University of New England

Registration History

Aug 2015 - Present Current
Apr 2014 - Aug 2015 Ceased
APS MELB PTY LTD
Feb 2012 - Apr 2014 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Nov 2008 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register