Steve Carfora

Newhaven Wealth Pty Ltd

5.00
5 Reviews
Bronze
18 Yrs Experience
South Melbourne, VIC 3205

I am an Experienced Personal Risk Insurance Specialist that helps my clients financially protect themselves and their family. Through my expertise and experience, I provide structures and strategies that suits my clients individual needs. I analyse my clients circumstances, needs and objectives to determine appropriate cover and the best insurer for them.

I have a extensive history of working in the accounting industry and I am skilled in Financial Services, Financial Planning, and Life Insurance. I am a finance professional with a Masters focused in Business from University of Newcastle and a Life Risk Specialist accreditation from the FPA.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Newhaven Wealth Pty Ltd

Level 5, 180 Albert Rd
South Melbourne, VIC 3205

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Newhaven Wealth Pty Ltd

AFSL 422120