Dip FP, CFP®
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Steve has worked in the financial services industry since 1992, having completed his Diploma of Financial Planning he holds the accreditation of Certified Financial Planner.
Steve is authorised to provide services covering advice in Life and Risk Insurance, Superannuation and Retirement Products and Wealth creation. He is also accredited to give Age Care advice and his aged care knowledge and experience allows customised personal financial strategies for clients and their families. Steve can help people to optimise their pension entitlements, reduce aged care fees where possible and preserve assets.
Steve works to structure your finances to give you peace of mind and professional support each step of the way.
Steve’s commitment to the financial services industry and passion to build and maintain strong client relationships has been a career long goal, leading clients through unfamiliar territory, managing risk, and helping them understand and enjoy the experience whilst maximising the growth, management and security of their wealth.