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.
Very happy has meet my expection
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.
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
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.
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.
- Adviser status Platinum
- Number of reviews 24
- First year providing advice 2007
- Years of experience 15
- Master of Business Administration
Ascent Wealth Management Pty LtdRoom 3, Corporate House, Building 6, Garden City Office Park, 2404 Logan Rd
Eight Mile Plains, QLD 4113
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd