Steven is a Certified Financial Planner (CFP) with over 20 years’ experience in the Banking, Investment and Financial Planning industry. His experience and dedication has awarded him a number of accolades including Independent Financial Adviser – Para Planner of the year 2002, Securities Institute National Prize for Superannuation Advice and Regulation in 2003 and Securities Institute State Prize for Analysing Company Performance in 2002. Steven focuses on developing strategies in the areas of wealth accumulation, retirement planning and superannuation advice.
“Being able to deliver clarity, confidence and meaningful outcomes to people’s lives is what I love about being a financial planner. I enjoy the engagement and connection that comes with helping clients uncover what is truly important to them, helping them on their journey and the satisfaction that comes with achieving it together.”
