Financial Adviser
· KESWICK, SA
Steven George Genoff
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337190
Steven George Genoff is a financial adviser based in Keswick, South Australia, with 17 years of experience in the financial services industry. Steven is currently authorised under Carrington Financial Holdings Pty Ltd. 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 Certified Financial Planner from Financial Planning Association of Australia. 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
2005
Bachelor of Commerce (Corporate Finance)
The University of Adelaide
2011
Margin Lending Accreditation
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2015
Certified Financial Planner
Financial Planning Association of Australia
Registration History
Not authorised to provide Self Managed Superannuation Fund advice
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register