Steve Lowry profile photo

Steve Lowry

Alman Partners Pty Ltd

Silver
25 Yrs Experience
Brisbane City, QLD 4000

Steve Lowry | CFP® Professional, DFP, AIF®

Senior Financial Adviser & Partner

Steve joined our firm in 1998 and became a partner in 2004.

Steve possesses a deep level of financial theory and is able to adapt academic research to the real world of investing. His presentations make complex ideas not only understandable but also useful.

With over 20 years' experience in the financial planning profession and business management, Steve has assisted many clients achieve their most important goals. Steve is passionate about his client's future and providing exceptional advice and direction.

Steve has been instrumental in developing a team culture built on excellence and fun. This has resulted in Alman Partners being the employer of choice within our profession. Steve was awarded a Diploma of Financial Planning through Deakin University. He holds the professional designation of Certified Financial Planner®. Steve is also a Fellow of the Australian Institute of Management and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.

Steve is a founding Director of The Mackay Community Foundation and served on the board from 2003-2019. In 2012 Steve was awarded the Financial Planning Association's Queensland Community Services Award for his work with The Mackay Community Foundation and commitment to providing financial literacy education to our community.

ASIC Representative Number 001001393.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Silver
  • First year providing advice 2000
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alman Partners Pty Ltd

Capita Building, Level 18, 307 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Alman Partners Pty Ltd

AFSL 222107