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Steve Cartwright
BCom(Fin&Econ) DipFPA JP MSAFAA
Branch Manager / Financial Planner / Stockbroker
I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
Steve started as a tax accountant with the Wollongong Morgans office in 1996 whilst completing his Bachelor of Commerce. From 1998 his focus shifted to specialising in stockbroking and wealth management. Steve completed a Diploma of Financial Planning in 2000. Steve became a partner of the Wollongong office in 2000 and is the Branch Manager.
Investment Style
Steve seeks to perform a full personal and financial information analysis on the client. This information is used to derive strategies to help meet the client’s goals. Steve's areas of expertise include portfolio strategies, wealth accumulation, superannuation, social security, retirement planning and insurance.
Services and Specialties
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Stockbroking
Wealth Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Commerce (Fin. & Econ.)
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Justice of the Peace
Senior Associate of the Financial Services Institute of Australasia
Competencies
FASEA Financial Adviser Exam
Financial Planning
Generic
Tax (financial) Adviser
ASIC Financial Advisers Register
Securities
Margin Lending
Managed Investments
Superannuation
Direct International Equities Trading Adviser
Life Insurance
I am a partner of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. My employer remunerates me by way of salary. As a shareholder of Koleshore Pty Ltd, I may be entitled to a share of profits. As a Partner of Koleshore Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
