Authorised Representative No. 1250225
Qualifications: FASEA Qualified, Diploma of Financial Planning, Bachelor of Business (Finance and Economics), Self-Managed Super Funds Accreditation, Margin Lending Accreditation
A passionate finance professional with extensive interpersonal communication and relationship building skills, Steven has seven years’ experience in the financial planning industry.
Steven’s in-depth knowledge of wealth accumulation, coupled with his understanding of dynamic protection and retirement strategies, stems from positions held at a boutique financial planning business, as well as two of the big banks. Steven enjoys connecting with his clients and identifying holistic financial solutions to help advance their individual financial position, with a focus on retirement.
A self-motivated and positive team member, Steven’s interests include, amongst others – economic empowerment, education, poverty alleviation and the environment.
Away from the office, Steven enjoys spending quality time with his wife and young son, visiting different coastal regions and discovering new beaches. He is also an avid AFL supporter.