CARL ALEXANDER STEINFORT
Financial Adviser ยท South Melbourne, VIC
๐ Qualifications & Training
2000 - Bachelor of Commerce (Accounting/Finance) - Bachelor Degree (AQF 7) - Deakin University
2012 - Certified Tax Adviser - - Tax Institute of Australia
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2013 - Diploma of Financial Planning - - Monarch Institute
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Tax Institute
โน๏ธ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.