Steve brings nearly a decade of experience in the financial planning industry. He has held various roles within boutique financial planning firms and larger banking institutions such as Commonwealth Bank. Throughout his career, Steve has assisted thousands of clients providing tailored solutions for wealth accumulation, investment management, wealth protection, and retirement planning.
With a commitment to client success, Steve prioritizes building long-term relationships grounded in trust, transparency, and personalised guidance. Leveraging his extensive expertise and insights gained from a range of professional environments, Steven offers comprehensive financial strategies tailored to each client’s unique needs and objectives.
Outside of his professional life, Steve is a devoted husband and father to two young children, and enjoys staying active and exploring new destinations. Steve also finds joy in going to AFL matches and supports Collingwood footy club.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 6
- First year providing advice 2016
- Years of experience 10
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Pacific Wealth Partners Pty Ltd
suite 1 level 1, 91 Upton StBundall, QLD 4217
Meeting methods
- In person
- Phone
- Video call
Licensed by
Australia National Investment Group Pty Ltd
AFSL 522028