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Carl Steinfort

Steinfort Financial Services Pty Ltd

Silver
11 Yrs Experience
Melbourne, VIC 3004

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Life Experts Pty Ltd

AFSL 533827