Anne Steer

With over 25 years' experience in the financial industry, I can apply my extensive knowledge to provide holistic, cost effective financial solutions meet your goals and objectives.

I started my career in the Financial Services industry as a Financial Services Officer (FIS Officer) for Centrelink, providing financial information on different investment options to people facing financial change such as retirement, redundancy or those receiving disability pay-outs.

I was then a Senior Financial planner for Westpac Bank in the local area, building a large client base in over a 16-year career. In my role, I was recognized with multiple awards, and I was often on pilots for new procedures.

In joining Yellow Brick Road in Feb 2016, I saw the opportunity to expand my service offering, with more personalised service, and a full suite of investment and financial products.

I opened my own business as Macarthur Wealth Group in March 2019 to further expand my services and offering as a full financial planning service. For more than 10 years, I have had the privilege of working closely with clients through my own financial planning business.

As of June 2026, I have now joined the team at Innovative Wealth Management following the sale of my business. I can continue to support my ongoing clients with practical, client-focused advice.

I can help with Advice on your life insurance, Advice on Retirement planning, Advice on your superannuation and savings, Advice on maximising your Centrelink benefit, Advice on your long-term financial needs, Advice on self-managed superannuation, Advice on margin lending.