Steven Skoglund
Financial Adviser
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About
Steven Skoglund is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With extensive qualifications, including a CA (2002) in Generic Financial Planning, Managed Investments, and Superannuation & Retirement Planning, complemented by a Self Managed Super Fund Course from Australian Executor Trustees (2005) and Risk Management certification from Kaplan (2013), Steven possesses a strong foundation of knowledge and expertise. As a proud member of the SMSF Association, Steven specialises in providing comprehensive advice in superannuation, insurance, and retirement planning. He is authorised to advise on a range of financial products including Investment Life Insurance, Life Risk Insurance and Retirement Savings Accounts, ensuring clients receive holistic support. Steven provides advice and services in: • Superannuation advice • Retirement planning • Life insurance • Investment advice • SMSF guidance Ready to take control of your financial future? Contact Steven today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Steven Skoglund offer?
Steven Skoglund specialises in superannuation advice, insurance, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance and Retirement Savings Accounts.
What qualifications does Steven Skoglund have?
Steven holds a CA (2002) in Generic Financial Planning, Managed Investments, and Superannuation & Retirement Planning. He also completed a Self Managed Super Fund Course from Australian Executor Trustees (2005) and Risk Management certification from Kaplan (2013).
What is Steven's approach to financial planning?
Steven is committed to providing personalised advice and strategies to help clients achieve their financial goals. He begins by understanding their unique circumstances and aspirations before developing a tailored plan.
How can Steven help with my superannuation?
Steven provides expert advice on superannuation, including retirement planning and SMSF guidance, helping you make informed decisions to maximise your retirement savings.
What can I expect during my initial consultation with Steven Skoglund?
During your initial consultation, Steven will discuss your financial situation, goals, and risk tolerance. This will help him understand your needs and determine the best course of action to achieve your financial objectives.
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