Financial Adviser · BEDFORD, WA

Steven Sardinha

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001242646

Currently at

Canning Vale, WA

View firm profile

Steven Sardinha is a financial adviser based in Bedford, Western Australia, with 10 years of experience in the financial services industry since 2016. Steven is currently authorised under Respect Financial Services, operating through Kapital Wealth Solutions. 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 Arts from The University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Respect does not authorise me to provide SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Arts

The University of Western Australia

1999

Bachelor of Economics

Murdoch University

2013

Certificate IV in Finance and Mortgage Broking

Kaplan

2016

Diploma of Financial Planning

Kaplan

2016

Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Respect Financial Services Pty Ltd

Dec 2021 - Present Current

Respect does not authorise me to provide SMSF advice

Millennium 3 Financial Services Pty Ltd

Oct 2018 - Dec 2021 Ceased

Government Debentures, Stocks or Bonds: class of product only. Not authorised to provide SMSF advice.

Sira Group Pty Ltd

May 2017 - Oct 2018 Ceased

Synchron Advice Pty Ltd

Jun 2016 - May 2017 Ceased

Harts Financial Group Pty Ltd

Aug 2010 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register