Steven Cork

Unite Advisory

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 Count Financial.

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 6
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Unite Advisory

Suite 10, Level 1, 147 Gordon Street
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232