Steven Brian Hallam
THE TRUSTEE FOR HALLAM FAMILY TRUST · Mermaid Waters QLD 4218 · Advising since 1999
- Register · ASICRegisteredAs at 15 Oct 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000287522
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421Through authorised representative THE TRUSTEE FOR HALLAM FAMILY TRUST (no. 001302544)Since 8 October 2026
- Principal business address
- Mermaid Waters QLD 4218
- First year providing advice
- 1999
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Financial Professionals Australia (IFPA); SMSF Association
- Further restrictions
- Restriction on providing advice on establishment of new SMSFs
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.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- 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 15 October 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.
- CURRENTOct 2026 – presentLIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421Through authorised representative THE TRUSTEE FOR HALLAM FAMILY TRUST (no. 001302544)
- CEASEDMar 2023 – Sep 2026TEMPLESTONE FINANCIAL SERVICES PTY LTD · AFSL 523831Through authorised representative THE TRUSTEE FOR HALLAM FAMILY TRUST (no. 001302544)
- CEASEDFeb 2021 – Mar 2023NEXTGEN FINANCIAL GROUP PTY LTD · AFSL 240938
- CEASEDFeb 2017 – Feb 2021ALLIANCE WEALTH PTY LTD · AFSL 449221
- CEASEDJan 2015 – Feb 2017PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative RIDERS LIFE PTY LTD (no. 000471733)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Certificate IV in Financial Services (Finance/Mortgage Broking)
AAMC · 2014
Margin Lending
Kaplan · 2010
ASX Securities
Kaplan · 2009
Self Managed Super Fund Course
Kaplan · 2009
Post Graduate Diploma of Management
Macquarie · 2005
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 Steven Brian Hallam claims the profile.
Reviews
Not yet reviewed
No client has reviewed Steven Brian Hallam on Souffle yet.
Contacting Steven Brian Hallam
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
THE TRUSTEE FOR HALLAM FAMILY TRUST
Authorised by LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Steven Brian Hallam claims this profile, their own contact options can appear here.
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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