Financial Adviser
· PHILLIP, ACT
Steven John Barclay
No disciplinary history on record with ASIC
PHILLIP,
ACT
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000331374
About Steven John Barclay
Steven John Barclay is a financial adviser based in Phillip, Australian Capital Territory, with 20 years of experience in the financial services industry since 2006. Steven is currently authorised under Financial Planning Advice Australia, operating through Keystone Wealth. 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 Canberra.
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
2006
Diploma of Financial Planning
Kaplan
2013
Bachelor of Commerce
University of Canberra
2013
SMSF Program
Kaplan