Financial Adviser
· YANDINA, QLD
Steve Modric
No disciplinary history on record with ASIC
YANDINA,
QLD
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000462537
Practice
Yandina, QLD (practice address on ASIC register)
Licensed through Arc Assets
About Steve Modric
Steve Modric is a financial adviser based in Yandina, Queensland, with 25 years of experience in the financial services industry since 2001. Steve works at See Wealth, which is licensed through Arc Assets. Steve holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steve's qualifications include a Certified FInancial Planner from Financial Planning Asscoication of Australia (FPA). Steve 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
2004
Diploma of Financial Services
ThreeSixty
2006
Advanced Diploma of Financial Services
ThreeSixty
2010
Certified FInancial Planner
Financial Planning Asscoication of Australia (FPA)
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register