Meet Our Team
In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
Steven George KerbelDirector And Financial Planner
Steven has a vast array of experience with Life Insurance, TPD and IP claims. If claims do not go to plan, Steven can assist with lodging a complaint with the insurer and even going all the way to FOS if need be. Steven’s Dad pointed out that his dual passion for Insurance and Retirement Planning made sense. In both situations, the event calls for a high degree of care, dedication and consistent delivery – in good time and bad – with little room for error. Steven considers himself a “rainy day adviser”.
Last but certainly not least, Steven’s passion for technology has led to leading client engagement tools – including cashflow and budgeting. Steven can also assist with IT with respects to compliance, workflow and filing. Steven went into the cloud in 2004…well before the term “cloud” was even coined.
Steven George Kerbel is an authorised representative (257862) of Core Financial Services Pty Ltd (AFSL 480009).
Robert StarkAssociate And SMSF Specialist
Robert is the Proprietor of Self Managed Retirement Systems Pty Ltd. which is a Corporate Authorised Representative of Core Financial Services Pty Ltd. ABN 91 607 163 646 The Authorised Representative Number for Self Managed Retirement Systems is 240331.
He joined the financial services industry in 1970 initially in Estate Planning until 1987, when he became involved in SMSF strategies. On 17 Oct 1991 Self Managed Retirement Systems Pty Ltd (SMRS) was established to provide compliance and strategic advice to SMSF Trustees, particularly in the area of in-specie transfers of business real property to SMSF’s.
In September 2002, he completed a Diploma of Financial Planning and hold the internationally
recognised Certified Financial Planner™ or CFP® qualification. SMRS is a Founding Member of SISFA (Self-managed Independent Superannuation Funds Association) and I have been SISFA’s WA Director since 1999.