Steven Kerbel
Financial Adviser
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About
Steven Kerbel is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from Rhodes University and advanced qualifications including Fellow Chartered Financial Practitioner (FChFP), Advanced Diploma of Financial Planning, and Certified Financial Planner (CFP), Steven possesses a strong foundation of knowledge and experience. As a member of the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring tailored strategies for each client's unique circumstances. Steven's expertise covers superannuation, insurance, wealth management, and retirement planning, along with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Steven is committed to building long-term relationships based on trust and transparency. If you're seeking expert financial guidance to secure your future, contact Steven today to arrange a consultation.
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Frequently Asked Questions
What types of financial advice does Steven Kerbel offer?
Steven Kerbel specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He provides comprehensive financial advice tailored to your individual needs and goals.
What are Steven Kerbel's qualifications?
Steven holds a Bachelor of Commerce, is a Fellow Chartered Financial Practitioner (FChFP), holds an Advanced Diploma of Financial Planning, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA).
How does Steven Kerbel's financial planning process work?
Steven's process starts with understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan and works with you to implement it. Regular reviews ensure your plan stays on track.
What can I expect from a consultation with Steven Kerbel?
During a consultation with Steven, you can expect a thorough discussion about your financial goals, a clear explanation of your options, and a collaborative approach to developing a plan that suits your needs.
Is Steven Kerbel registered and qualified to provide financial advice in Australia?
Yes, Steven Kerbel is an ASIC-registered financial adviser. He also holds relevant qualifications such as Fellow Chartered Financial Practitioner (FChFP) and Certified Financial Planner (CFP), and is a member of the Financial Advice Association of Australia (FAAA).
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