With over 15 years of experience in the finance sector, Steven delivers a personalised service to a select group of high-net-worth families and individuals. As an Investment Adviser, he enjoys building long-term relationships with clients and tailoring specific strategies to help them achieve their financial objectives.
Steven’s comprehensive approach involves evaluating various factors including portfolio objectives, risk and return dynamics, liquidity requirements, superannuation strategies, retirement planning, asset structuring, succession, and estate planning. By identifying opportunities across these domains, he aims to deliver value to clients that extends beyond investment performance.
Steven’s qualifications reflect his unwavering dedication to an evolving financial advice industry. He holds a Graduate Diploma in Financial Planning and has pursued specialised training specific to Self-Managed Super Funds (SMSF’s), along with obtaining accreditation as a Derivatives Advisor at Level 1.
With a genuine desire to assist others in attaining financial success, Steven consistently goes the extra mile for his clients. His expertise, coupled with his authentic demeanour, ensure that those who seek his guidance receive the highest level of service and support.
