Steve has over 10 years of experience and enjoys presenting his clients with the best possible plan for their personal situation. He also takes pride in educating his clients in what the strategy and plan provided to them will achieve and how it will improve their life going forward. Steve enjoys helping a wide range of people to successfully plan for their important life changes and goals.
Outside of work, Steve is a passionate sports fan, enjoying football, soccer, tennis, NFL, cricket and NBA basketball.
Master of Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning, Associate Diploma of Accounting, Ethics and Professionalism in Financial Advice, Specialist accreditation in Margin Lending, Specialist accreditation in SMSF
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Adelaide office
