Steven Hallam profile photo

Steven Hallam

Pegasus Planning

Bronze
25 Yrs Experience
Mermaid Waters, QLD 4218

Steven has over 22 years experience in financial services the majority of this time has been provided high quality financial advice to clients.

Steven was awarded a scholarship by his former head office for his work in mentoring other advisers within the group.

Steven's work is not just technical advice but also mentoring, coaching and long term planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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 1999
  • Years of experience 25
  • Highest qualification
    • Graduate Diploma of Management
  • Language spoken
    • English

Pegasus Planning

20 Constance Ave
Mermaid Waters, QLD 4218

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 1:00pm Friday

Meeting methods

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

Licensed by

Templestone Financial Services Pty Ltd

AFSL 523831