With more than 10 years’ experience in Financial Planning, Steven specialises in investment and retirement planning, placing great importance on financial strategies tailored to individualistic needs. He is personable, approachable and values ongoing relationships with his clients. Steven is a Certified Financial Planner and holds an Advanced Diploma in Financial Planning and a Bachelor of Business. Away from work, Steven likes to spend time outdoors with his family.
April & Dick. clients since 2014
Caroelle & Greg. clients since 2010
David. client since 2008
Geoff & Lyrell. clients since 1993