Financial Adviser · BRIGHTON, VIC

Steven William Mciver

BRIGHTON, VIC

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000346060

Currently at

Breakwater Financial Planning

Melbourne, VIC (firm address)

View firm profile

About Steven William Mciver

Steven William Mciver is a financial adviser based in Brighton, Victoria, with 16 years of experience in the financial services industry since 2010. Steven is currently authorised under Capstone Financial Planning, operating through Breakwater Financial Planning. 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 Master of Heath Science from Victoria University of Technology. 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

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Applied Science

Deakin University

2004

Master of Heath Science

Victoria University of Technology

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2018

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Aug 2021 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

RV WEALTH PTY LTD

Feb 2019 - Mar 2021 Ceased

Millennium 3 Financial Services Pty Ltd

Mar 2010 - Feb 2019 Ceased

Government Debentures, Stock or Bonds: class of product only. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register