Financial Adviser
· HERMIT PARK, QLD
Steven Lequerica
No disciplinary history on record with ASIC
HERMIT PARK,
QLD
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436471
About Steven Lequerica
Steven Lequerica is a financial adviser based in Hermit Park, Queensland, with 13 years of experience in the financial services industry since 2013. Steven is currently authorised under My Fortress, operating through My Fortress (Townsville). 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 Financial Planning Association of 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
2007
Bachelor of Business
James Cook University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Certified Financial Planner
Financial Planning Association of Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional