Financial Adviser · PORT MACQUARIE, NSW

Steven James Cork

PORT MACQUARIE, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000365082

Currently at

Count Financial Limited

Sydney, NSW (firm address)

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Steven James Cork is a financial adviser based in Port Macquarie, New South Wales, with 16 years of experience in the financial services industry since 2010. Steven is currently authorised under Count Financial Limited, operating through Count Financial. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's 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

Count Financial Limited

Jan 2022 - Present Current

Commonwealth Financial Planning Limited

Apr 2018 - Jan 2022 Ceased

Count Financial Limited

Jul 2010 - Dec 2017 Ceased

Source: ASIC Financial Advisers Register