Steven is a senior adviser, owner and director of YV Financial Services.
He is an award winning, qualified financial adviser and has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning and has also completed an additional SMSF course.
Steven was named the 'Rising Star Adviser of the Year' as part of Sentry Group's Excellence Awards 2016.
Steven is a friendly and approachable, highly motivated financial adviser who provides relevant, quality financial advice for the everyday Australian. As a husband, and father of four, Steven genuinely understands the importance of obtaining financial security and receiving sound guidance for you and your family through all stages of life and ensuring that you will be well taken care of should anything unforeseen occur. He will be the guiding hand for you in those times. He therefore adopts a personalised, holistic approach to personal finance, encompassing superannuation and retirement strategies, insurance, investments, tax (financial) advice and estate planning, to ensure that all areas of your financial position are taken care of.
Steven is an Authorised Representative (no. 424920) of Secure Advice Pty Ltd AFSL 532976.
Steven is very competent and reliable. His integrity is of the highest order. An advisor I can trust
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Financial Planning
YV Financial Services262 Maroondah Hwy
Healesville, VIC 3777
- 9:00am – 5:00pm Monday – Friday
Secure Advice Pty Ltd