I started my journey in the Financial Planning industry back in 1999 and for over 24 years now I have enjoyed using the expertise I have gained to navigate the “Jigsaw Puzzle” of financial planning. I never tire of working closely with my clients and helping them with super, insurances, estate planning, retirement planning and their investment needs while piecing together a plan designed to help them achieve their financial dreams.
Lee-Anne, who conducted my review was very professional and explained everything very well. Just as Shane Finlay has done in previous appointments. Shane is very lucky to have such a capable adviser as part of his team.
Always well informed as to my financial position and any questions answered at a level I understand. They make you feel welcome from the time you arrive to the time you leave. Highly recommend.
They always have my data ready and are up to date with my portfolio. They are able to answer my questions and give me confidence in their underpinning knowledge of both the Superannuation area and current and future trends.
Have been dealing with this firm for many years nothing is a trouble. Thank you for your care and advice.
Thoroughly have welcomed the advice and support I receive. I have recommended this service to a number of people.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 1999
- Years of experience 24
- Diploma of Financial Services (Financial Planning)
Steel City Financial Planners Pty Ltd254 Maitland Road
Mayfield, NSW 2304
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd