Steven Schofield profile photo

Steven Schofield

Teakle Financial Planning

Bronze
10 Yrs Experience
Mount Barker, SA 5251

Steve joined Teakle Financial Planning in 2019 and over the last five years he has worked his way up to a director and part owner of the practice.

He has over ten years of experience as a practising Financial Adviser and more than 20 years in financial services.

He commenced his Financial Advising career at BT Financial Group in 2015, and he holds a Graduate Diploma, Graduate Certificate and an Advanced Diploma of Financial Advice.

He is very passionate about what he does and enjoys seeing the benefits quality financial advice makes on the lives of his clients, and prides himself on maintaining strong ongoing relationships throughout their financial journey to assist navigating his clients towards their goals through all of life’s ups and downs.

Steve specialises in providing holistic financial advice to clients with a diverse range of financial needs, specialising in pre-retirement and retirement planning, wealth creation and accumulation, superannuation, personal insurance advice and Centrelink.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Teakle Financial Planning

6 Hampden Rd
Mount Barker, SA 5251

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552