Steven Costall
Financial Adviser
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About
Steven Costall is an ASIC-registered financial adviser based in Bendigo, VIC, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive planning. With a career spanning over two decades, Steven holds a Diploma of Financial Advising from the Securities Institute (2002), is a Certified Financial Planner with the Financial Planning Association of Australia Limited (2007), and completed the ASX Accredited Listed Product Adviser (LAPA) Program at Kaplan Professional (2009). Furthering his commitment to excellence, Steven is a Fellow Chartered Financial Practitioner (FChFP) through Mentor Education Group (2010) and an SMSF Association Specialist Advisor (2019). He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Steven is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice Ready to take control of your financial future? Contact Steven Costall today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Steven Costall offer?
Steven Costall specialises in providing comprehensive financial advice, including superannuation advice, retirement planning, wealth management, insurance solutions, and SMSF advice. He tailors his services to meet the unique needs of each client.
What are Steven Costall's qualifications?
Steven Costall holds a Diploma of Financial Advising, is a Certified Financial Planner, an ASX Accredited Listed Product Adviser, a Fellow Chartered Financial Practitioner, and an SMSF Association Specialist Advisor. He continually updates his knowledge to provide the best possible advice.
What can I expect during my first meeting with Steven Costall?
During your initial consultation, Steven will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives and answer any questions you may have.
How does Steven Costall stay up-to-date with changes in the financial industry?
Steven is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. He also maintains memberships with key industry bodies such as the FAAA and the SMSF Association, ensuring he remains at the forefront of financial advice.
What is the process for becoming a client of Steven Costall?
The process begins with an initial consultation to discuss your financial needs and goals. Following this, Steven will develop a personalised financial plan for your review. Once you approve the plan, Steven will assist you with implementation and provide ongoing support to ensure you stay on track.
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