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.
We have a hybrid fee structure with a blend of fixed price and asset-based fees depending on the products or services provided.
Meeting Steve and his team has been a good experience. We were given clear information that was easy for us to understand. If we have been unsure about anything they are just a phone call away, and there friendly staff are quite happy to help and guide us through the process. Thank you & your team 🌟🌟🌟🌟🌟
Steve is a confident and knowledgeable financial adviser. He is approachable and amicable and makes sure he explains all facets of financial planning for retirement clearly. He is polite, prompt and open to questions and is always very clear and ready to reply. Steve is a really lovely, professional bloke.
Steve has excellent and consistent communication as well as outstanding market knowledge. He consistently provides a range of options that cater to my needs. This has been the case throughout our long-standing, professional relationship.
Steve is extremely knowledgeable. He is patient and clear when explaining complicated issues. He always makes time to see us in person, should we have any questions.
I found that Steve had a thorough knowledge of the financial options I required and was easily able to communicate and explain those options to me.
- Adviser status Platinum
- Number of reviews 106
- First year providing advice 2013
- Years of experience 10
- Master of Business
Constellation Financial Planning Pty LtdSuite 416, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call