I have worked in financial services for the past 14 years, starting in basic administration and after demonstrating maturity and proficiency, was promoted to more client specific roles of Paraplanner and Financial Adviser within the first 3 years.
Over the past 7 years, I have been responsible for the establishment and development of a market plan for business growth, with a focus on a niche group of professionals in Adelaide.
My passion lies in helping both young professionals and those who are planning for, or currently retired. I help provide people with the financial tools necessary to build a foundation for building wealth.
I also work with people who need guidance around their ongoing financial commitments after they stop working and want to make the most of their retirement savings.
After working with various associations and committees such as the Association of Financial Advisers (AFA) and Million Dollar Round Table (MDRT), in 2016 I was promoted to the State Chair role of MDRT. This allowed me to further give back to my industry while helping mentor fellow financial planners to help growth their own businesses.
While working in the State Chair role of MDRT, I have been invited to 4 international committees with the association, to collaborate and share ideas that have made my business successful, while recording podcasts with subjects of Insurance and Client Engagement, which has been distributed to over 16,000 financial advisers (MDRT members) across the world.
My most recent part-time role in mentoring students via UniSA has allowed me to coach the next generation of financial planners and provided further insight in the current teaching environment as well as offer soft skill education which has been identified as a gap in the current curriculum.
Steven, has always been there to answer all my financial questions, give me detailed and easy to understand advice about my superannuation and insurance options, managing debt and current/future investments. He has helped put me at ease knowing that I have a plan in place and his knowledge and experience gives me the ongoing confidence I am in the right hands no matter what the situation. He has always put my needs as a client first and always responds to my questions promptly. I have referred many friends and colleagues to Steven as I values his skills and services very highly.
Steven has been wonderful to work with over the past 6 years. His advice has always been clear, well-explained and left me feeling confident my needs had been met. He provided a very personal experience and made an effort to really get to know me which was much appreciated. I would highly recommend Steven's services.
Steven has given me expert advice on superanuation and retirement stratergies. Steven always explained everything clearly and in an easy to understand manner. Through Steven’s knowledge and experience, I feel extremely confident that the advice given was right for my needs. I always received Steven’s full care and attention when I needed it. On a personal note I was impressed by Steven’s genuine interest in me and my family.
We always felt confident with Steven’s advice
Steven has offered easy to understand advice. He is mutually inclusive with both my wife and I and talks at a level that is easily understood. Any after meeting inquiries have been answered and resolved promptly. Steven makes time at meetings to get to know us, our goals and ambitions, without the feeling of any time constraints. his genuine interest in us gives us great confidence that he understands our needs and help in us achieving our financial goals.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce
Carrington Financial Services9A Anzac Hwy
Keswick, SA 5035
- 9:00am – 3:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Carrington Financial Holdings Pty Ltd