Steven Schofield

Steve joined Teakle Financial Planning in 2019 and has since progressed to become a Director and part-owner of the practice. He brings more than 20 years of experience in financial services, including over a decade as a practicing Financial Adviser.

Steve began his advisory career with BT Financial Group in 2015 and holds a Graduate Diploma, Graduate Certificate, and Advanced Diploma in Financial Advice.

Passionate about the positive impact of quality advice, Steve is committed to helping clients achieve their goals and navigate life’s financial ups and downs. He prides himself on building strong, long-term relationships and guiding clients through every stage of their financial journey.

His areas of expertise include:

Pre-retirement and retirement planning

Wealth creation and accumulation strategies

Superannuation

Personal insurance advice

Centrelink strategies