Financial Adviser · NEWCASTLE WEST, NSW

Steven Carfora

NEWCASTLE WEST, NSW
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 001251251
Currently at
Newcastle West, NSW (firm address)

About Steven Carfora

Steven Carfora is a financial adviser based in Newcastle West, New South Wales, with 20 years of experience in the financial services industry since 2006. Steven is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Investment Services. Steven holds authorisations to advise on superannuation, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Steven's qualifications include a Master of Business from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Deposit Products

Restrictions: Deposit and/or Superannuation product authorities are only applicable where they are incidental to the Life Insurance recommendation(s) being made.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2011
Life Risk Specialist
Financial Planning Association
2015
Master of Business
University of Newcastle
2025
FPC001B Economic and Legal Context for Financial Planning
Kaplan Education Pty Ltd
2025
FPC006 Taxation for Financial Planning
Kaplan Education Pty Ltd
2025
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Sep 2026 - Present Current
Deposit and/or Superannuation product authorities are only applicable where they are incidental to the Life Insurance recommendation(s) being made.
Jan 2026 - Sep 2026 Ceased
Sep 2023 - Oct 2025 Ceased
Feb 2017 - Sep 2023 Ceased
ACN 609 197 971 PTY LIMITED
Jan 2017 - Jan 2017 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Mar 2016 - Dec 2016 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jan 2015 - Mar 2016 Ceased
Jul 2007 - Jan 2015 Ceased

Source: ASIC Financial Advisers Register