Financial Adviser
· WERRIBEE, VIC
Stevin Carvalho
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334809
Stevin Carvalho is a financial adviser based in Werribee, Victoria, with 18 years of experience in the financial services industry. Stevin is currently authorised under Australian Mortgage And Financial Advisers Pty Ltd. Stevin 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 Bachelor of Commerce (Financial Accounting and Auditing) from University of Mumbai (India).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce (Financial Accounting and Auditing)
University of Mumbai (India)
2010
Diploma of Financial Services
Investment Banking Institute
2016
Advanced Diploma of Financial Planning
Mentor Education
2016
Self Managed Superannuation Fund Adviser ( Personal Advice)
Mentor Education
Registration History
Excluding Self Managed Superannuation Funds
SPECTRUM WEALTH ADVISERS PTY LTD
IPRAXIS PTY LTD
COMBINED INSURANCE COMPANY OF AMERICA
Source: ASIC Financial Advisers Register