Financial Adviser
· MELBOURNE, VIC
Steven James Skoglund
No disciplinary history on record with ASIC
MELBOURNE,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245208
About Steven James Skoglund
Steven James Skoglund is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Steven is currently authorised under Professional Investment Services, operating through Pws Personal Insurances. 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 Generic Financial Planning from CA. Steven is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2002
Generic Financial Planning
CA
2002
Managed Investments
CA
2002
Superannuation and Retirement Planning
CA
2005
Self Managed Super Fund Course
Australian Executor Trustees
2013
Risk Management
Kaplan