Steven Bean Email & Phone Number
Director and Executive Financial Adviser @ Symmetry Group
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Steven Bean Location
- Perth, WA, AU
Steven Bean Work
- 2021 - now Director and Executive Financial Adviser @
- 2020 - 2021 Private Client Adviser @
- 2019 - 2020 Financial Advisor @
- 2014 - 2019 Advanced Financial Adviser @
- 2013 - 2014 Risk Advisor @
- 2012 - 2013 Client Manager @
- 2011 - 2012 Junior Accountant @
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 WA 2006 - 2008
Steven Bean Skills
- Financial Structuring
- Superannuation
- Insurance
- Wealth Management
- Personal Budgeting
- Investment Strategies
- Financial Advisory
- Financial Planning
- Income Protection
- Wealth
- Financial Services
- Financial Risk
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Risk Management
- Account Management
- Strategic Planning
- Project Management
- Public Speaking
- Finance
- Management
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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Top Symmetry Group Employees
Sarocsh Ahmed
Co-Founder and CEO
Karachi, PK
Mohammad Sajid
CTO
Karachi, PK
Steven Bean
Director and Executive Financial Adviser
Perth, WA, AU
Rehan Saeed
Head of Department
Karachi, PK
Rabia Durrani
Head of Copy
Pakistan
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