- Steven is a specialist in investment planning, financial advice and wealth creation, working with individual clients, family trusts, trustees and other professionals.
- Steven’s experience comes from a wide range of roles covering Retail Banking (Branch Management), Investment Banking (Risk & Compliance, Sydney), Derivative Markets (Futures Clearing, London), Private Banking (Senior Private Banker) and Financial Services (Regional Management).
- Steven is a Certified Financial Planner and holds a Post Graduate Diploma in Personal Financial Planning, Diploma in Financial Markets and a Master’s in Business Administration.
- Steven enjoys spending time with family and friends. He also enjoys staying fit with his wife Trish, kayak fishing, tramping and international travel.
Steven is an Authorised Financial Adviser, regulated by the Financial Markets Authority.