Financial Adviser · ADELAIDE, SA

Steven Guy

ADELAIDE, SA

34 Years experience

Tax advice
authorised

ASIC Registered · ADV 000335498

Currently at

Viridian Financial Group

Melbourne, VIC (firm address)

View firm profile

Steven Guy is a financial adviser based in Adelaide, South Australia, with 34 years of experience in the financial services industry since 1992. Steven is currently authorised under Viridian Advisory, operating through Viridian Financial Group. 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 Higher Education Pty Limited. 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

2008

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2013

Self Managed Superannuation Funds

Kaplan Professional Education

2015

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2016

Margin Lending

Kaplan Professional Education

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Viridian Advisory Pty Ltd

Jul 2019 - Present Current

Westpac Banking Corporation

Jan 2015 - Jun 2019 Ceased

Akumin Financial Planning Pty Limited

Mar 2009 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register