Steve Clarke

Constellation Financial Planning Pty Ltd

Gold
9 Yrs Experience
Baulkham Hills, NSW 2153
Steve has more than 15-years of experience in financial services and over 9-years as a Financial Planner. During this time, he has assisted over 250 clients in all life stages achieve their financial goals. Steve has completed a Master of Business, Advanced Diploma of Financial Planning, and currently enrolled in a Graduate Diploma of Financial Planning. This experience and education gives Steve an excellent understanding of the various issues and areas that can be challenging for clients. Call or email to arrange a time to sit down and discuss your circumstances with Steven.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

We have a hybrid fee structure with a blend of fixed price and asset-based fees depending on the products or services provided.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 98
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Constellation Financial Planning Pty Ltd

Suite 416, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Libertas Financial Planning Pty Ltd

AFSL 429718

4.95
98 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 98

Sort by

5.00

"Steve has given me advice in managed super funds. Steve was able to explain things to me in a clear way. Through Steve's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steve's full care and attention when I needed it.'"

  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve is easy to talk to and makes you feel comfortable. Steve helped us invest into the share market, safely and securely. Steve always replies quickly and professionally to any queries we may have. We are very happy with Steve's service and highly recommend."

  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve explains everything in detail and makes it very easy to understand. Very approachable. Looks after super and share portfolio. Yearly review which is great to get an understanding of where everything is at."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has been my adviser for just over 7 yrs, through thos time Steve has assisted my transition to retirement, helped me undertsnd spend each year, and keeps us updated annually with our review. Highly recommended."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steve was very helpful at our meetings and communication was excellent. Would thoroughly recommend him and his business."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I approached Steve following the purchase of my first home to ensure that I was set up with the financial security I needed as a sole mortgage holder. Steve and his team provided a full financial assessment and set out a realistic and achievable plan to meet my immediate and long-term financial goals. The communication from Steve and his team is clear and efficient and all recommendations are actioned with a high level of attention to detail. I would not hesitate in recommending Steve and his team."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steve has given me advice and set up investments for two special disability trusts and was excellent navigating through the process. I am confident that we have made the right choice in relation to the investments and in choosing Steve to manage the funds very well to achieve the best outcome long term."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has a remarkable knowledge and is very clear in explaining. I received full care and attention."

  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has provided me with detailed advice about my super and insurances. He has really helped me out and I would definitley recommend him to my family and friends."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has been extremely helpful in providing advice on our Super, insurances and investments options. We had a plan in place with a previous advisor, however Steve was able to provide us better options and saved us money. Steve explained our covers and options in plain English and has been there to answer all my silly questions. Could not be happier with his service!"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 98

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Taxation for Financial Advising

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Master of Business

Level
9 - Masters Degree
Institution
University of Newcastle
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Steve's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Steve able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Steve's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Steve to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Steve?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Steve provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Steve may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Steve Clarke
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens