Financial Adviser
· PORT MACQUARIE, NSW
Steven James Cork
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000365082
Steven James Cork is a financial adviser based in Port Macquarie, New South Wales, with 16 years of experience in the financial services industry. Steven is currently authorised under Count Financial Limited. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Steven is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Master of Commerce (Financial Planning, Economics and Finance)
Deakin University
2013
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register