Financial Adviser · KENT TOWN, SA

Steven Radic

KENT TOWN, SA
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000252680
Currently at
Woodville West, SA (firm address)

Steven Radic is a financial adviser based in Kent Town, South Australia, with 23 years of experience in the financial services industry since 2003. Steven is currently authorised under My Plan 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 Certified Financial Planner Education Program (5 units) from FPA Australia. Steven is a member of Certified Financial Planner (CFP) of the Financial Planning Association of Australia and 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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Certified Financial Planner Education Program (5 units)
FPA Australia
2020
Master of Financial Planning
Kaplan Higher Education
2020
Self-Managed Superannuation Funds (FPE016)
Kaplan Higher Education

Registration History

Jul 2021 - Present Current
Jul 2023 - Jun 2024 Ceased
Apr 2020 - Jun 2021 Ceased
Mar 2019 - Apr 2020 Ceased
Not authorised to provide personal advice on Securities & Standard Margin Lending
Oct 2011 - Oct 2017 Ceased
POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD
Oct 2003 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register