Alexander Ryan Steer

Name
Alexander Ryan Steer
ID
467773
ABN
–
First Provided Advice
2014
Restrictions
Direct Equities excludes direct equities advice

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2013 - Diploma of Financial Services - - Integrity Education Group
  • 2015 - Margin Lending - - Kaplan
  • 2016 - Advanced Diploma of Financial Planning - - Kaplan
  • 2020 - FASEA Exam - Other - FASEA
  • 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
A.c.n. 603 037 510 Pty Ltd (#494274)
Commenced
Sept. 16, 2019
Ceased
Oct. 19, 2020
Status
Ceased
Licence Holder
A.c.n. 603 037 510 Pty Ltd (#494274)
Commenced
Oct. 20, 2020
Ceased
March 31, 2022
Status
Ceased
Licence Holder
Premium Advisory Pty Ltd (#472548)
Commenced
April 1, 2022
Ceased
Dec. 10, 2025
Status
Current
Licence Holder
Premium Advisory Pty ltd (#472548)
Commenced
Dec. 15, 2025

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Acn 128 650 037 Pty Limited (#323825)
Commenced
April 18, 2017
Ceased
Nov. 9, 2018
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Oct. 15, 2013
Ceased
Oct. 15, 2014
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Oct. 29, 2014
Ceased
Sept. 9, 2015
Status
Ceased
Licence Holder
Fortnum Private Wealth Ltd (#357306)
Commenced
Aug. 12, 2016
Ceased
March 10, 2017
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Oct. 8, 2015
Ceased
May 17, 2016
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
Nov. 19, 2018
Ceased
Aug. 6, 2019