Financial Adviser
· RHODES, NSW
Steven Taylor Watson
No disciplinary history on record with ASIC
RHODES,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238986
About Steven Taylor Watson
Steven Taylor Watson is a financial adviser based in Rhodes, New South Wales, with 10 years of experience in the financial services industry since 2016. Steven is currently authorised under Bluewater Financial Advisors. 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 Certified Financial Planner from FAAA. 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
2015
Diploma of Financial Planning
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2016
Self Managed Super Funds
Kaplan
2019
Bachelor Financial Services
Edinburgh Napier University
2019
Certified Financial Planner
FAAA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2024
Commercial Law
Kaplan
Registration History
Source: ASIC Financial Advisers Register