I am a Certified Financial Planner (CFP), member of the Financial Planning Association (FPA) and an authorised representative of the Count Financial.
It is imperative to identify a financial plan for ourselves, not for our money. I help people to assess their lives now and provide them with the controls and confidence to achieve their full potential in life (personal and financial goals). It is this holistic perspective that provides peace of mind in knowing that you have a robust strategy for your life plan.
As a financial planner, I assist people with managing the challenges and opportunities presented at the various stages of life such as commencing a new job, marriage, buying a home, birth of a child, purchasing investments, death of a parent and retirement. During this journey I develop long lasting relationships with people and become a trusted source for financial advice.
Steven was very helpful and made things easy to understand. 100% better than my last adviser. He has a great team.
Steven has always been available, very prompt and took time to explain things and is very approachable.
Steven is polite, friendly and efficient. I am very confident with the advice he offers and he is always approachable. Steven has introduced me to other advisers who have also been very helpful.
Steven was very caring and understanding when I was quite vulnerable after the death of my husband. He has made sure I understand what he is doing for my benefit and has kept in regular contact. I feel confident he will do what is best for me.
Explained things very well and was there to help every step of the way
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2010
- Years of experience 13
- Master of Commerce
Unite Advisory14 Short St
Port Macquarie, NSW 2444
- 9:00am – 5:00pm Monday – Friday
Count Financial Limited