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Steve Reynolds

Picture Wealth Advisory Pty Ltd

Bronze
14 Yrs Experience
North Adelaide, SA 5006

I was a successful member of AMPs Horizons new planner intake in 2011. Since 'graduating' from that academy, I have worked successfully as an employed planner, and then took over my own business in 2015. I have had a very successful business in financial planning and have completed all FASEA requirements and professional education undertakings (as they currently stand). My goals are to provide superior advice with a personal touch, and deliver a high level of service to each of my clients. My previous role was a business owner and the principal financial planner with Y Plan Financial Advice provides me with the opportunity to partner with my clients throughout their lives, while also supporting them during challenging circumstances.

I have now joined the team at Picture Wealth Advisory. My aim is to maintain and service the ongoing relationships that are being fostered in a growing financial services practice.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Picture Wealth Advisory Pty Ltd

Suite 12, Level 1, 132 O'Connell St
North Adelaide, SA 5006

Meeting methods

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

Licensed by

Picture Wealth Advisory Pty Ltd

AFSL 530789