Steve Newman
Financial Adviser
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About
Steven Newman is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to providing tailored financial solutions to his clients. With a solid foundation built upon a Bachelor of Science (Hons) from London University (1976) and RG146 accreditation from Assessment Education Services (2002), Steven possesses the knowledge and expertise to guide you through the complexities of the financial landscape. He further enhanced his skills with the Margin Lending Accreditation Program from SAA in 2010, demonstrating his commitment to continuous professional development. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Steven adheres to the highest ethical and professional standards. His authorisations enable him to provide advice on a comprehensive range of financial products, including wealth management strategies, securities, derivatives, and government debt securities. Steven can assist you with: • Wealth Management • Securities Advice • Derivatives Trading • Government Debt Securities Whether you're seeking to grow your wealth, manage your investments, or plan for your financial future, Steven offers personalised advice tailored to your unique circumstances. Contact Steven today to schedule a consultation and take the first step towards achieving your financial goals.
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Frequently Asked Questions
What types of financial advice does Steven Newman offer?
Steven Newman is authorised to provide advice on wealth management, securities, derivatives, and government debt securities. He can help you with investment strategies, portfolio management, and navigating complex financial instruments.
What are Steven Newman's qualifications?
Steven holds a Bachelor of Science (Hons) from London University, RG146 accreditation from Assessment Education Services, and Margin Lending Accreditation from SAA. These qualifications demonstrate his commitment to professional development and expertise in the financial industry.
How does Steven Newman tailor his advice to individual clients?
Steven takes a personalised approach to financial planning, taking the time to understand your unique financial situation, goals, and risk tolerance. He then develops a tailored strategy designed to help you achieve your objectives.
What can I expect during my first meeting with Steven Newman?
During your initial consultation, Steven will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Steven and for him to assess how he can best assist you.
Is Steven Newman an ASIC-registered financial advisor?
Yes, Steven Newman is a fully ASIC-registered financial advisor, which means he is authorised to provide financial advice in Australia.
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