Steve Duke

Invested in You

16 Yrs Experience
West Rockhampton, QLD 4700

I have been a financial adviser for over 14 years and ran my own business for the last 10 years. We are a family business with my wife Kristina managing our office. We focus on assisting our clients to understand their financial goals and then help them plan to achieve them. We assist families, small business owners and SMSF's to achieve their goals and enjoy their lives. I love what I do and take pride in my work.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

We charge a flat annual fee of $3,600 for our services. This fee covers an annual review of your portfolio as well as the completion of advice documents and implementation of our recommendations. We aim to review your full situation and will provide advice on all required areas for the one fee.

We also offer an ad-hoc fee service where we will provide specified one-off advice as required. The fees for this start at $220 per hour.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Invested in You

25 Stickley St
West Rockhampton, QLD 4700

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252