Steven Montague DipPFS (DM), EFA, DFS (FP)

Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP)

Steven Montague DipPFS (DM), EFA, DFS (FP)

Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP)
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    • Home
    • About me
    • Financial Planner Role
    • Growth & Innovation Role
    • Paraplanning Roles
    • My Qualifications
    • Software Familiarity
    • Contact
  • Home
  • About me
  • Financial Planner Role
  • Growth & Innovation Role
  • Paraplanning Roles
  • My Qualifications
  • Software Familiarity
  • Contact

Qualifications so far

UK Diploma in Regulated Financial Planning - DipPFS

R01 through to R06

UK Certificate in Discretionary Investment Management - (DM)

J10

UK Certificate in Pension Transfer Advice

AF7

Australian Diploma in Financial Planning - DFS (FP)

FNSASIC503Z,  DFS 1 - AIE Australian Industry Essentials &  FAF -Financial Advice Fundamentals, DFS 2 - Life Insurance, DFS-3 – Superannuation, DFS 4 - Investment Planning 

Australian Self-Managed Superannuation Fund

RG146 requirements met for this area of competence

Qualifications I'm working towards

Working towards chartered financial planner status...but not there yet!

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