Steven Duke

Invested in You

5.00
7 Reviews
Bronze
14 Yrs Experience
West Rockhampton, QLD 4700

Recent reviews

Invested in You

25 Stickley St
West Rockhampton, QLD 4700

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Advanced Diploma of Financal Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I will tailor a fee strucutre to meet the clients needs and requirements. All fees will be explained at our initial meeting with full disclosure provided to all of my clients. I am happy to negotiate fees and provide discounts to family and business groups.

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252