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Steven Mccosker

Financial Adviser

Prime Partners Financial Advice Pty Ltd
Gladesville, NSW 2111

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About

Steven Mccosker is an ASIC-registered financial adviser dedicated to helping individuals and families in Gladesville, NSW, achieve their financial goals. With a Bachelor of Financial Administration from the University of New England (1995) and a Diploma of Financial Planning from Deakin University (2003), Steven possesses a strong foundation in financial principles. He further enhanced his expertise with studies in Margin Lending & Geared Investments (Kaplan, 2010) and Ethics and Professionalism in Financial Advice (Kaplan Education, 2019). Steven is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Steven can assist you with superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. His holistic approach ensures that all aspects of your financial life are considered. Steven's key services include: • Superannuation advice and retirement planning • Wealth management strategies to grow your assets • Insurance solutions to protect you and your family • Investment advice, including securities and government debt • Strategic financial planning for long-term success Ready to take control of your financial future? Contact Steven Mccosker today to schedule a consultation and discuss your unique needs and aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Retirement planning Wealth accumulation Risk management Superannuation strategies Investment advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000458993

Verify on ASIC Register

Authorised Representative Number

000245044

Verify on MoneySmart Register

Frequently Asked Questions

What services does Steven Mccosker provide?

Steven Mccosker offers a range of services including superannuation advice, wealth management, insurance solutions, and investment advice on securities and government debt.

What qualifications does Steven Mccosker have?

Steven holds a Bachelor of Financial Administration from the University of New England and a Diploma of Financial Planning from Deakin University. He also has certifications in Margin Lending & Geared Investments and Ethics and Professionalism in Financial Advice.

How does Steven Mccosker approach financial planning?

Steven takes a holistic approach to financial planning, considering all aspects of your financial life to create a tailored strategy that aligns with your goals and aspirations.

What can I expect during a consultation with Steven Mccosker?

During a consultation, Steven will discuss your financial situation, goals, and concerns. He will then provide personalised advice and recommendations based on your unique needs.

Is Steven Mccosker an ASIC-registered financial advisor?

Yes, Steven Mccosker is an ASIC-registered financial advisor, ensuring he meets the required standards of competence and professionalism.

Get in Touch

Contact Steven directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.