Steven Ly's Location
Melbourne, VIC, AU
Steven Ly's Work
- Financial Adviser @ Hillross Financial Services
- Client Service Officer @ Hillross Financial Services
- Client Service Manager @ Shadforth Financial Group Ltd
Steven Ly's Education
- Integrity Education
Advanced Dipolma of Financial Planning
2014 - 2014 - Investment Banking Institute Business School Pty Ltd
Diploma of Financial Planning
2013 - 2014 - St Kevins College
- Swinburne University of Technology
Bachelor of Business (B.Bus) & Bachelor of Business Systems (B.BIS) (Commercial Law, Project Management, Risk and Security)
Steven Ly's Skills
- Retirement Planning
- Financial Services
- Wealth Management
- Client Services
- Equities
- Mutual Funds
- Securities
- Investment Strategies
- Estate Planning
- Wealth Management Services
Steven Ly's Summary
Steven Ly, based in Melbourne, VIC, AU, is currently a Financial Adviser at Hillross Financial Services, bringing experience from previous roles at Hillross Financial Services and Shadforth Financial Group Ltd. Steven Ly holds a 2014 - 2014 Advanced Dipolma of Financial Planning @ Integrity Education. With a robust skill set that includes Retirement Planning, Financial Services, Wealth Management, Client Services, Equities and more, Steven Ly contributes valuable insights to the industry. Steven Ly has 1 email and 2 mobile phone numbers on RocketReach.
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