Steven Cork (Ceased)

Commonwealth Financial Planning Ltd

Gold
12 Yrs Experience
Port Macquarie, NSW 2444
I am a Certified Financial Planner (CFP), member of the Financial Planning Association (FPA) and an authorised representative of the Commonwealth Bank of Australia. It is imperative to identify a financial plan for ourselves, not for our money. I help people to assess their lives now and provide them with the controls and confidence to achieve their full potential in life (personal and financial goals). It is this holistic perspective that provides peace of mind in knowing that you have a robust strategy for your life plan. As a financial planner, I assist people with managing the challenges and opportunities presented at the various stages of life such as commencing a new job, marriage, buying a home, birth of a child, purchasing investments, death of a parent and retirement. During this journey I develop long lasting relationships with people and become a trusted source for financial advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • 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 4
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Commonwealth Financial Planning Ltd

Ground Floor, 73 Horton Street
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Commonwealth Financial Planning Ltd

AFSL 231139

4.90
4 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Explained things very well and was there to help every step of the way"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been very happy with the returns on my super thanks to Steven Cork."

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very happy placing my superannuation investments with Steven Cork. He has increased my portfolio and I have been able to live off my investments because of Stevens planning strategies . I intend to stay with Stevens expertise in the future."

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Steven has been very helpful giving me confidence to work with my money"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Commerce

Level
9 - Masters Degree
Institution
Deakin University
Completed
2010

Graduate Certificate in Commerce

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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