Financial Adviser · ADELAIDE, SA

Steven Michael Wild

ADELAIDE, SA
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000269160
Practice
Adelaide, SA (practice address on ASIC register)
Licensed through Edwards Marshall Advisory

About Steven Michael Wild

Steven Michael Wild is a financial adviser based in Adelaide, South Australia, with 23 years of experience in the financial services industry since 2003. Steven works at Edwards Marshall Financial Solutions, which is licensed through Edwards Marshall Advisory. 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 Bachelor of Arts (Accountancy) from South Australian Institute of Technology. Steven is a member of Taxation Institute of Australia.

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

1983
Bachelor of Arts (Accountancy)
South Australian Institute of Technology
1995
Chartered Accountants Program
Institute of Chartered Accountants
2005
Graduate Diploma of Financial Planning
Securities Institute of Australia
2013
CA SMSF Specialist
Institute of Chartered Accountants
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jun 2016 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Mar 2004 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register