Financial Adviser · NEDLANDS, WA

Steven James Tulloch

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000284117

Steven James Tulloch is a financial adviser based in Nedlands, Western Australia, with 21 years of experience in the financial services industry since 2005. Steven is currently authorised under Alder And Partners. 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 Commerce from University of Western Australia. Steven is a member of 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

2003
Bachelor of Commerce
University of Western Australia
2007
Graduate Diploma of Applied Finance and Investment
Finsia
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional

Registration History

Mar 2013 - Present Current
GENESYS WEALTH ADVISERS PTY LIMITED
Dec 2010 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register