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Steve Ballinger

Ballinger's Financial Planning

Gold
30 Yrs Experience
Merewether, NSW 2291

Stephen is the person behind the Ballinger’s name and reputation. He established the business in 2000, after 14 years of experience in banking, actuarial firms, superannuation, tax, accounting, and financial planning.

During that time, Steve has built a team of caring professionals who clients have come to know and love for their genuine, personal approach and expertise. Steve’s focus is on supporting our advisers with his experience to ensure that we continue to deliver great outcomes for our clients.

Steve’s driving passion is to help people find peace around their finances. Seeing strategies play out and objectives achieved over periods of 20-30 years is very fulfilling.

Over time we develop deep relationships with our clients, and we recognise that the role we play in our clients' lives is a great privilege based on complete integrity and trust. This typically extends way beyond just money.

Steve holds a Bachelor of Commerce degree from the University of Newcastle, and a Diploma in Financial Planning. He has been a Certified Financial Planner (CFP®) since 1996.

Outside of work, Steve enjoys life coaching, cycling, open water swimming and meditating.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Gold
  • First year providing advice 1994
  • Years of experience 30
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ballinger's Financial Planning

Suite 1, 91 Frederick St
Merewether, NSW 2291

Meeting methods

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

Licensed by

Ballinger's Financial Planning

AFSL 338959