Senior Financial Adviser
A practical and progressive Adviser, with over 20 years of industry experience.
Through timely and effective strategic advice, Steve assists his clients define their goals and values and then achieve them. Steve is committed to ensuring his clients receive the highest quality advice and strategy whilst developing long term relationships to deliver the outcomes his clients desire.
Steve’s “goals’ based” approach to assisting his diverse client base is designed to assist them to pursue meaningful outcomes and results, and in short, to live better lives. Steve is an active member of the Financial Planning Association of Australia (FPA) and has worked with the Cancer Council to assist cancer patients overcome financial issues and stress post diagnosis. He holds a Bachelor of Business and has attained various other industry associated credentials, including his appointment as an internationally recognised CERTIFIED FINANCIAL PLANNER™ practitioner.
Steve has 2 children and on the weekend can usually be found chasing one or both around the sporting fields of South East Queensland. Steve enjoys most sports and has utilised the same dedication he applies to his work, to complete a number of ultramarathons, triathlons and obtain a black belt in Tae Kwon-do. When relaxing he enjoys spending time with family & friends.
Steve is available for appointments at our Brisbane CBD, Gold Coast and Noosa offices and also has options for online and phone appointments.