Steven Fort
Financial Adviser
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About
Steven Fort is an ASIC-registered financial adviser based in Norwest, NSW, dedicated to helping clients achieve their financial goals through personalized and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2001 and a Certificate IV in Financial Services (Finance/Mortgage Broking) from Tribeca in 2005, Steven has built a strong foundation of knowledge and experience. Continually updating his skills, Steven completed FPC002B Ethics and Professionalism in Financial Advice and FPC007B Client Engagement Skills through Kaplan Higher Education Pty Limited in 2020, demonstrating his commitment to providing ethical and client-focused advice. Authorised to provide advice on a wide range of financial products, Steven can assist you with: • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning • Investment Life Insurance and Life Risk Insurance • Securities and Derivatives • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need insurance to protect your family and assets, Steven can provide tailored solutions to meet your unique needs. Contact Steven today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What services does Steven Fort provide?
Steven Fort provides advice on a wide range of financial products including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Steven Fort have?
Steven Fort holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) (2001) and a Certificate IV Financial Services (Finance/Mortgage Broking) from Tribeca (2005). He also completed FPC002B Ethics and Professionalism in Financial Advice and FPC007B Client Engagement Skills from Kaplan Higher Education in 2020.
What is involved in Steven Fort's financial planning process?
Steven's process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives, implementing strategies and providing ongoing support.
How can wealth management advice from Steven Fort help me?
Wealth management advice from Steven can help you grow and protect your assets through strategic investment planning, diversification, and ongoing monitoring of your portfolio.
What should I expect during my first meeting with Steven Fort?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Steven will explain his services and how he can help you achieve your objectives, ensuring you feel comfortable and informed.
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