Steven Costall is an SMSF Specialist Advisor™ (SSA™) He is also both a CERTIFIED FINANCIAL PLANNER® and Fellow Chartered Financial Practitioner. One of the Few Financial Planners in Australia to hold the premiere designations of Australia’s two peak Financial Planning bodies the Financial Planning Association – FPA and the Association of Financial Advisers- AFA. Steven has also been awarded the Chartered Tax Adviser Designation by the Taxation Institute of Australia.
Steven holds a Diploma of Financial Planning as well as a Bachelor of Business and Bachelor of Arts Majoring in Asian Studies and Economics.
Steven is currently completing his Masters in Taxation and with the exponential growth in Self Managed Superannuation Funds in Australia, Steven is an active member of the Bendigo Self Managed Super Funds Association sub- chapter.
Steven is also on the Bendigo FPA Chapter committee. On a more personal note Steven has always had a love of the outdoors and keeps fit as an avid trail runner. He was born and raised in Canada and achieved the Chief Scout of Canada award in his youth.He is a CFA volunteer and he still enjoys a love of good wine from an earlier career in the wine industry.
Steven is an Authorised Representative of Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, an Australian Financial Services & Credit Licence holder, with one of the largest networks of accountants and financial advisers in Australia.
Get in touch with Steven Costall