STEVEN GORDON FORT

Financial Adviser · Norwest, NSW

Registered

Registration Number

000248356

Registration Status

Registered

Location

Norwest, NSW 2153

Providing Advice Since

2000

Registration Date

01/01/2004

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited

ℹ️ 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.