Principal Financial Planner
Steve has over 10 years’ experience as a financial planner and works closely with his clients to help them achieve their personal and lifestyle goals.
Steve is dedicated to ensuring all his clients’ financial strategies are managed to minimise unnecessary risk. He is passionate about wealth strategies, taxation efficiency and utilising all available resources.
Steve holds a Bachelor of Business (Financial Planning) and is a Certified Financial Planner CFP ®.
Aside from work, Steve enjoys all sport, travel and spending time with family and friends.