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- Financial Advisers Australia (FAA)
- Steven Radic
Steven Radic
- Name
- Steven Radic
- ID
- 252680
- ABN
- –
- First Provided Advice
- 2003
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
- 2020 - Certified Financial Planner Education Program (5 units) - Professional Designations - FPA Australia
- 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
- 2020 - Self-Managed Superannuation Funds (FPE016) - Masters Degree (AQF 9) - Kaplan Higher Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Certified Financial Planner (CFP) of the Financial Planning Association of Australia
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Alliance Wealth Pty Ltd (#449221)
- Commenced
- April 8, 2020
- Ceased
- June 28, 2021
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- March 13, 2019
- Ceased
- April 6, 2020
- Status
- Ceased
- Licence Holder
- MY Plan Group Pty Ltd (#528220)
- Commenced
- July 14, 2023
- Ceased
- June 30, 2024
- Status
- Current
- Licence Holder
- MY Plan Group Pty ltd (#528220)
- Commenced
- July 1, 2021
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
- Heritage And People's Choice Limited (#244310)
- Commenced
- Oct. 24, 2011
- Ceased
- Oct. 18, 2017
- Status
- Ceased
- Licence Holder
- Poynter Hargraves Financial Consultants Pty Ltd (#237846)
- Commenced
- Oct. 27, 2003
- Ceased
- Oct. 15, 2011