Carl has over 10 years experience in the financial services industry, and a passion for helping clients to create secure financial futures.
Carl’s background as an accountant gives him a deep understanding of superannuation, business succession, structuring and the complex tax issues associated with these. Applying this knowledge to your individual circumstances could potentially unlock enormous tax savings or benefits for you.
Carl’s financial advisory expertise includes superannuation, personal risk insurance, business risk insurance, business succession, self-managed super, estate planning, centrelink eligibility and investments.
Expertise
At a glance
-
Adviser status
Silver
- First year providing advice 2014
- Years of experience 11
-
Highest qualification
- Bachelor of Commerce (Accounting and Finance)
-
Language spoken
- English
Steinfort Financial Services Pty Ltd
Level 11, 600 St Kilda RdMelbourne, VIC 3004

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Life Experts Pty Ltd
AFSL 533827
