Steve Nielsen

Ascent Wealth Management Pty Ltd

Platinum
15 Yrs Experience
Eight Mile Plains, QLD 4113
We are a Brisbane based financial planning practice that has over thirty years of history though our predecessor firms Henderson Financial Services and Ellis Gibson Financial Planning Services. Over this time the practice has been built on the strength of the ongoing service that we provide to our clients, particularly through our Financial Planning Service (or ongoing management) program. This service continues today due to the firm foundations laid through the years. Steve Nielsen Steve has over thirty-four years experience in the financial services industry. Over the last twenty-six years in financial planning both as a financial planner himself, and also running the management and development of Financial Planners and other holders of letters of authority in geographic teams. Our practice operates on Yagera and Yugambeh Lands and we pay our respects to the traditional owners, past, present and emerging.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 24
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Ascent Wealth Management Pty Ltd

Room 3, Corporate House, Building 6, Garden City Office Park, 2404 Logan Rd
Eight Mile Plains, QLD 4113

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
24 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 24

Sort by

4.75

"Very happy has meet my expection"

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve is very personable and dependable, and I recommend him to anyone seeking an honest and competent financial adviser. He listens to concerns and quickly identifies the crux of an issue and how to work towards its resolution. He always follows up on recommendations, remembers past concerns and returns to an issue as often as necessary to settle it. He is patient and assists clients to make their own decisions without applying pressure."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Steve for a number of years and have always appreciated his honest, sound and responsible advice - as I tell him (and those who ask who is our financial adviser) he would be the second phone call I would make if I was to lose my husband! I also appreciate his social conscience and his love of his family and his need to not only provide for them but to be the best role model he can be. Karan 4069"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Steve to be of excellent value and peace of mind for us as we head towards retirement. We love the way that we can discuss all aspects of our money situations with him as he is so completely trustworthy. We would recommend Steve to anyone needing money management advice."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have always found Stephen and Katrina, pleasant, understanding and helpful. I have dealt with this business throughout and before my retirement in 2007. I am always happy to recommend Ascent Wealth to other people."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve and the team go above and beyond to assist me and always have my best interests in mind."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Southern Queensland (USQ)
Completed
2000

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1997

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Services Institute of Australasia (FINSIA)

Membership type
Fellow

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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