Financial Adviser
· OSBORNE PARK, WA
Steven George Kerbel
No disciplinary history on record with ASIC
OSBORNE PARK,
WA
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000257862
About Steven George Kerbel
Steven George Kerbel is a financial adviser based in Osborne Park, Western Australia, with 25 years of experience in the financial services industry since 2001. Steven is currently authorised under Blythe 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 (CFP) from Financial Advice 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
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce (Economics and Commercial Law)
Rhodes University
2012
Fellow Chartered Financial Practitioner (FChFP)
Mentor Education Pty Ltd
2020
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC007B Client and Consumer Behaviour, Engagement and Decision Making
Behavioural Finance - Kaplan Higher Education Pty Limited
2024
Certified Financial Planner (CFP)
Financial Advice Association of Australia
Registration History
DOVER FINANCIAL ADVISERS PTY LTD
ADDWEALTH FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register