Stevin Carvalho
THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST · Werribee VIC 3030 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000334809
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD · AFSL 389206Through authorised representative THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST (no. 001266852)Since 16 August 2018
- Principal business address
- Werribee VIC 3030
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2018 – presentAUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD · AFSL 389206Through authorised representative THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST (no. 001266852)
- CEASEDSep 2014 – Aug 2018WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDMay 2013 – Sep 2014MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
- CEASEDMar 2011 – May 2013SPECTRUM WEALTH ADVISERS PTY LTD · AFSL 334400
- CEASEDJul 2010 – Feb 2011IPRAXIS PTY LTD · AFSL 329337
- CEASEDMar 2009 – May 2010COMBINED INSURANCE COMPANY OF AMERICA · AFSL 232409
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Advanced Diploma of Financial Planning
Mentor Education · 2016
Self Managed Superannuation Fund Adviser ( Personal Advice)
Mentor Education · 2016
Diploma of Financial Services
Investment Banking Institute · 2010
Bachelor of Commerce (Financial Accounting and Auditing)
University of Mumbai (India) · 1998
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Stevin Carvalho claims the profile.
Reviews
Not yet reviewed
No client has reviewed Stevin Carvalho on Souffle yet.
Contacting Stevin Carvalho
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST
Authorised by AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD · AFSL 389206
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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