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 mobile phone numbers on RocketReach.
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