Steve is a Chartered Financial Adviser and holds a Master's Degree in Financial Planning from the Kaplan Business School. His advice specialty is in the Wealth Creation & Retirement Planning fields, as well as being an expert in Self-Managed Superannuation Funds. For over 25 years, Steve has helped clients to grow and protect their wealth to enable a prosperous retirement with abundant income. In accordance with their relevant life-stage, cutting-edge financial strategies are tailored to his clients needs and objectives.
On application ~ a suitable arrangement can be made to tailor to the client's needs.
Steve's aptitude for summing up my situation and developing a comprehensive strategy was exceptional. He made it very easy to understand, and I am now clear and confident of my financial future.
Steve has been engaged with our financial health for many years now. He is unfailingly available in a timely manner and really easy to deal with. We've made good progress with Steve's strategies starting from an initially small investment base. I'd certainly recommend Steve.
Steve and his team have always provided exceptional advice and assistance and go out of their way to provide support beyond my expectations. The communication Steve and his team provide is clear and easy to understand. Their vast wealth of knowledge and experience is extremely comforting and brings peace of mind to know that I'm in good hands for financial advice and products relevant to my needs.
Steve has been my advisor for many years while I was working enabling me to build up a healthy super. On retirement he has continued to maintain the integrity of these funds and allow a constant income. He was quick to react to the Covid-19 virus and the possible affects on the markets transferring to safe havens ready to reinvest when the markets allow. I have complete confidence in his abilities which he backs up with constant flow of informative information.
Steve has been very helpful in assisting me to invest my money in the right places depending upon my personal situations and any changes that occur. He is very well educated and keeps his finger on the pulse with the newest and most up to date information. I really like how Steve is personable and I feel comfortable knowing that we have a strong personal relationship.
- Adviser status Platinum
- Number of reviews 35
- First year providing advice 1999
- Years of experience 23
- Master of Financial Planning
Super4LifeLevel 1, 75-77 Russell Street
West End, QLD 4101
- 9:00am – 5:00pm Monday – Friday
Lifespan Financial Planning