Steven Putt

Stonehouse Financial Partners Pty Ltd

Gold
23 Yrs Experience
Brisbane City, QLD 4000
A practical and progressive Adviser, with over 20 years of industry experience. Through timely and effective strategic advice, Steve assists his clients define their goals and values and then achieve them. Steve is committed to ensuring his clients receive the highest quality advice and strategy whilst developing long term relationships to deliver the outcomes his clients desire. Steve’s “goals’ based” approach to assisting his diverse client base is designed to assist them to pursue meaningful outcomes and results, and in short, to live better lives. Steve is an active member of the Financial Planning Association of Australia (FPA) and has worked with the Cancer Council to assist cancer patients overcome financial issues and stress post diagnosis. He holds a Bachelor of Business and has attained various other industry associated credentials, including his appointment as an internationally recognised CERTIFIED FINANCIAL PLANNER™ practitioner. Steve has 2 children and on the weekend can usually be found chasing one or both around the sporting fields of South East Queensland. Steve enjoys most sports and has utilised the same dedication he applies to his work, to complete a number of ultramarathons, triathlons and obtain a black belt in Tae Kwon-do. When relaxing he enjoys spending time with family & friends.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Stonehouse Financial Partners Pty Ltd

Level 20, 110 Mary St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Wednesday – Friday
  • 9:00am – 8:00pm Monday – Tuesday

Licensed by

Stonehouse Financial Partners Pty Ltd

AFSL 520339

4.90
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—5 of 5

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4.50

"It's important to me that I develop a rapport with my adviser. Steve is the first of four advisers I've had over the years that has given me that level of comfort. He has given me excellent support in making choices with managing my SMSF, particularly with regard to reducing costs and simplifying options."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has always provided us with extremely well considered advice and has gone the “extra mile” to ensure that our financial structures are tailored to our needs. He communicates clearly and follows through as promised. I couldn’t be happier with his professionalism"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given me advice in areas including loan products, super funds and managing debt. Steven was usually able to explain things to me in a clear way. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steven's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Steven is always able to explain things to me in a clear way using plain language to ensure I understand what is being proposed. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Steven's full care and attention when I need it."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has been providing financial advice to me for over 5 years and I have always found him to be very knowledgeable and engaging . His explanations of complex concepts are clear and he is often thinking outside the box for ways to achieve my needs. He is easy to contact and addresses any issues or questions quickly and thoroughly. I am very happy with his service."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1993

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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