I have been working in the accounting and financial planning industry since 2005, with previous experience working for medium size accounting firm, the big four banks and a global bank.
Steve is always helpful & knows about the market & what is happening globally and the trends that may affect our superannuation investments. He provides plenty of information & sorted out my retirement & pension to my satisfaction.
Steve has given me good advice on investing the money I had in the bank, I was unsecured as I had never invested before, the bank was not owning me any money, in fact it was going down and down. Steve explain to me in a very clear way and a language I can understand what would be the best for me, I often would ring and asked questions, he always courteously and clearly put my mind at rest. I am happy with the care I have been given
Steve has been my trusted financial adviser for many years now. His advice in relation to my personal superannuation, insurance and investments has always been very sound and well structured. Steve is very conscious of the ever changing financial environment and keeps me well informed. His genuine concern and clearly explained strategies have provided me with a high level of financial confidence as I enter my retirement years. I highly value Steve's experience, knowledge, honesty and empathetic personal style. I have no hesitation in recommending recommended Steve's services to friends and family members.
My wife and I have found Steve invaluable. We were in need of risk protection and some general advice with regards to our superannuation position. We found Steve very knowledgeable and personable and a pleasure to deal with. His solutions were tailored to our individual requirements made possible by his thorough analysis of our position and in listening to our concerns and aspirations. Thank you Steve!
My first meeting with Steve was an eye-opener. My friend who recommended Steve to me was correct, Steve knew what questions to ask as I really had no idea. He then directed me along a pathway, but kept checking that I understand what he was suggesting and why. I have been delighted with Steve's manner and approach to teaching me about finance. He has been positive and encouraging. I am learning more on each visit. I do enjoy talking with Steve at each session. I am no longer frightened that I will have no money to furnish my old age. Steve has explained to me how my money is working for me and I do not have to worry about my old age. Gabrielle Jarvis
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2009
- Years of experience 13
- Bachelor of Commerce
DW Private Wealth25 Murray Crescent
Manuka, ACT 2603
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd