Matthew Steptoe
CPS-HKC PTY LTD · Melbourne VIC 3000 · Advising since 1999
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001004238
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SIRA GROUP PTY LTD · AFSL 278423Through authorised representative CPS-HKC PTY LTD (no. 001306831)Since 20 November 2023
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 1999
- Can provide tax (financial) advice
- No
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Miscellaneous investment products — MDA services
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2023 – presentSIRA GROUP PTY LTD · AFSL 278423Through authorised representative CPS-HKC PTY LTD (no. 001306831)
- CEASEDNov 2021 – Dec 2022SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD · AFSL 490255
- CEASEDNov 2021 – Nov 2023SHAW AND PARTNERS LIMITED · AFSL 236048
- CEASEDJul 2019 – Dec 2021WILSONS ADVISORY AND STOCKBROKING LIMITED · AFSL 238375
- CEASEDDec 2013 – Jun 2019WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDJul 2011 – Oct 2013CITIGROUP PTY LIMITED · AFSL 238098
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Margin Lending and Geared Investments
Kaplan Professional Education · 2014
Advanced Diploma in Self Managed Superannuation Funds
Investment Banking Institute · 2013
Self Managed Superannuation Funds
Investment Banking Institute · 2013
Advanced Diploma of Financial Planning
Investment Banking Institute · 2012
Bachelor of Arts (Government Studies)
Edith Cowan University · 1998
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Matthew Steptoe claims the profile.
Reviews
Not yet reviewed
No client has reviewed Matthew Steptoe on Souffle yet.
Contacting Matthew Steptoe
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CPS-HKC PTY LTD
Authorised by SIRA GROUP PTY LTD · AFSL 278423
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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