Steven Bean Location
Perth, WA, AU
Steven Bean Work
- 2021 - now Director and Executive Financial Adviser @ Symmetry Group
- 2020 - 2021 Private Client Adviser @ AMP
- 2019 - 2020 Financial Advisor @ Viridian Financial Group
- 2014 - 2019 Advanced Financial Adviser @ BT Financial Group
- 2013 - 2014 Risk Advisor @ Anne Street Partners Financial Services Pty Ltd
- 2012 - 2013 Client Manager @ Anne Street Partners Financial Services Pty Ltd
- 2011 - 2012 Junior Accountant @ Tronox
Steven Bean Education
- Kaplan Professional
Ethics
2020 - 2020 - FASEA
FASEA Exam
2020 - 2020 - Kaplan Professional
(Advanced Diploma in Financial Planning)
2014 - 2015
- FPA - Financial Planning Association of Australia
CFP 1
2015 - 2015 - Kaplan Professional
SMSF specialized course
2013 - 2013 - Kaplan Professional
Diploma in Financial Planning
2012 - 2013 - Curtin University
Bachelor of Commerce (BCom) (Finance and Banking)
2009 - 2012 - Aquinas College WA2006 - 2008
Steven Bean Skills
- Financial Structuring
- Superannuation
- Insurance
- Wealth Management
- Personal Budgeting
- Investment Strategies
- Financial Advisory
- Financial Planning
- Income Protection
- Wealth
Steven Bean Summary
Steven Bean, based in Perth, WA, AU, is currently a Director and Executive Financial Adviser at Symmetry Group. Steven Bean brings experience from previous roles at AMP, Viridian Advisory, BT Financial Group and Anne Street Partners. Steven Bean holds a 2020 - 2020 Ethics @ Kaplan Professional. With a robust skill set that includes Financial Structuring, Superannuation, Insurance, Wealth Management, Personal Budgeting and more. Steven Bean has 1 emails and 1 mobile phone numbers on RocketReach.
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