Steven Genoff

Carrington Financial Services

Gold
13 Yrs Experience
Wayville, SA 5034

I have worked in financial services for the past 14 years, starting in basic administration and after demonstrating maturity and proficiency, was promoted to more client specific roles of Paraplanner and Financial Adviser within the first 3 years.

Over the past 7 years, I have been responsible for the establishment and development of a market plan for business growth, with a focus on a niche group of professionals in Adelaide. 

My passion lies in helping both young professionals and those who are planning for, or currently retired. I help provide people with the financial tools necessary to build a foundation for building wealth.

I also work with people who need guidance around their ongoing financial commitments after they stop working and want to make the most of their retirement savings.

After working with various associations and committees such as the Association of Financial Advisers (AFA) and Million Dollar Round Table (MDRT), in 2016 I was promoted to the State Chair role of MDRT. This allowed me to further give back to my industry while helping mentor fellow financial planners to help growth their own businesses. 

While working in the State Chair role of MDRT, I have been invited to 4 international committees with the association, to collaborate and share ideas that have made my business successful, while recording podcasts with subjects of Insurance and Client Engagement, which has been distributed to over 16,000 financial advisers (MDRT members) across the world.

My most recent part-time role in mentoring students via UniSA has allowed me to coach the next generation of financial planners and provided further insight in the current teaching environment as well as offer soft skill education which has been identified as a gap in the current curriculum.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Carrington Financial Services

Level 1, 83 Greenhill Road
Wayville, SA 5034

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Carrington Financial Holdings Pty Ltd

AFSL 511269