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SG

Steven Genoff

Financial Adviser

Carrington Financial Services SA Pty Ltd
Keswick, SA 5035

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About

Steven Genoff is an ASIC-registered financial adviser based in Keswick, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Steven's commitment to excellence is reflected in his qualifications, which include a Bachelor of Commerce (Corporate Finance) from The University of Adelaide, Margin Lending Accreditation from Kaplan Professional Education, an Advanced Diploma of Financial Services (Financial Planning) also from Kaplan, and the prestigious Certified Financial Planner designation from the Financial Planning Association of Australia. As a member of the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring clients receive well-rounded guidance to suit their unique circumstances. This includes expertise in superannuation, insurance, wealth management, and retirement planning, along with specific knowledge of Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Steven's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Steven Genoff today to schedule a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000511269

Verify on ASIC Register

Authorised Representative Number

000337190

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Steven Genoff offer?

Steven Genoff provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Steven Genoff have?

Steven holds a Bachelor of Commerce (Corporate Finance), Margin Lending Accreditation, an Advanced Diploma of Financial Services (Financial Planning), and is a Certified Financial Planner.

How does Steven Genoff approach financial planning?

Steven provides tailored financial advice based on a client's individual circumstances and financial goals. He focuses on building long-term relationships and helping clients make informed decisions.

What can I expect during my first meeting with Steven Genoff?

During your first meeting, Steven will discuss your financial situation, goals, and priorities. He will explain his advice process and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.

Why should I choose Steven Genoff as my financial advisor?

Steven is an experienced, ASIC-registered financial advisor with a strong commitment to providing ethical and professional service. His qualifications and memberships, combined with his personalized approach, make him a trusted partner in helping you achieve your financial aspirations.

Get in Touch

Contact Steven directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.