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About me
"Life's better when the Sun's out" will always be one of my favourite sayings, but as all of my new & existing clients know: I have recently merged my business with leading Gold Coast Advice firm, Wahlstrom Financial Services.
Being part of a larger team (I am a Senior Adviser in a team of 5 Advisers, 6 Support staff and 4 Admin staff), allows me to focus on developing the areas of advice that mean the most to my clients, as well as providing a more streamlined and efficient implementation and advice support service for an exceptional client experience.
If you're coming across my profile for the first time: I've been a qualified Financial Adviser for 10 years, and my extensive background in finance and property investment/development, as well as my SMSF and TPB accrediations enable me to provide well-rounded and holistic advice with practical strategies to help my clients achieve the type of financial success that just can't be learned solely from reading books.
No matter what stage you are in life, the road to success is always under construction, and sometimes you need to take a detour and embrace new beginnings.
That's why I merged my business with Wahlstrom, and that's why I will always strive to deliver the best financial services to my new and existing clients.
Reviews
4.9
out of 5 starsSara
46-55 years old"I have been a client of Steve's for 7 years. He has advised me in areas of self managed super funds, investment properties and stock market assets with the aim of being able to retire mortgage free. I am completely confident in Steve's advice, knowledge and expertise - and his being able to steer and keep me on track for my goals. He is a great listener and has been available when I require his attention and advice. I cannot rate him highly enough - he is a man of integrity who loves working with his clients to help them to achieve their goals - not his!"
02 Jun 2019Vincent
Under 35 years old"I find Steve really listen to your circumstances and provide advice accordingly. He is very professional in handling any question and always on the look out for your best interest in terms of paying less and making more profit available. He is definitely the financial adviser I would totally trust in handling my finance particularly in regards to superannuation and its utilisation. I totally recommend Steve Luman, his team and Sunlife financial advisory in handling financial management."
04 May 2019Maria
46-55 years old"I am only a small investor however Steve always takes the time to sit with me and talk things through no matter how small. He is attentive, honest and reliable. He gives me clear guidance and understanding .... and speaks in language that can be understood rather than technical financial talk. I can see myself being a client of Steve's for as long as he will have me. "
26 Mar 2019Fabian
35-45 years old""Steve has given me advice in areas including loan products, self managed super funds and managing debt. Steve was usually 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.""
24 Jan 2019Philippa
46-55 years old"Steve has given me advice in areas including super, income protection, life and trauma insurance. 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 received Steve's full care and attention when I needed it"
12 Jan 2019Jane
46-55 years old"My husband and I were seeking financial advice to help us become better prepared for our retirement. Steve has been incredibly professional, approachable and reliable and the financial options outlined in the Statement of Advice (SOA) are extremely thorough, easy to understand and achievable. We were keen to acquire our first investment property and had lots of questions about the process, property market status, taxation benefits and finance options, to name a few. Steve possesses great communication skills and did an exemplary job answering our questions concisely and is still supporting us through the process. Steve is trustworthy, ethical and a straight shooter, which I think are essential qualities when providing expert advice to people about their financial plans and retirement. Value for money is exceptional (my brother-in-law is also a financial adviser and made comment on this) and we have no hesitation whatsoever in recommending Steve as a financial adviser. You'd be mad if you didn't! Thank you Steve - you're a legend!"
09 Jan 2019My Expertise
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Growing Assets
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Insurance & Protection
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Managing Debt
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Property Investment
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Gold
- Years Experience
- 9 Years
- Highest qualification
-
Advanced Diploma of Financial Planning
- Industry Memberships
-
1 total
- Address
- Gold Coast Financial Centre Level 5 128 Bundall Rd
Bundall, QLD, 4217 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Wahlstrom Financial Services Pty Ltd
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Millennium 3 Financial Services Pty Ltd
-
Licensee owned by
IOOF HOLDINGS LTD
My Qualifications
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Advanced Diploma of Financial Planning (2013)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: International Institute of Technology (IIT)
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Self Managed Superannuation Funds (SMSF) (2013)
Level of Qualification: Training / Exam / Other
Institution: International Institute of Technology (IIT)
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Diploma of Financial Services (Financial Planning) (2012)
Level of Qualification: Level 5 - Diploma
Institution: International Institute of Technology (IIT)
My Memberships
-
Financial Planning Association of Australia (FPA)
Level of Membership:
Associate
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Sara
46-55 years old"I have been a client of Steve's for 7 years. He has advised me in areas of self managed super funds, investment properties and stock market assets with the aim of being able to retire mortgage free. I am completely confident in Steve's advice, knowledge and expertise - and his being able to steer and keep me on track for my goals. He is a great listener and has been available when I require his attention and advice. I cannot rate him highly enough - he is a man of integrity who loves working with his clients to help them to achieve their goals - not his!"
02 Jun 2019Customer opinions
Vincent
Under 35 years old"I find Steve really listen to your circumstances and provide advice accordingly. He is very professional in handling any question and always on the look out for your best interest in terms of paying less and making more profit available. He is definitely the financial adviser I would totally trust in handling my finance particularly in regards to superannuation and its utilisation. I totally recommend Steve Luman, his team and Sunlife financial advisory in handling financial management."
04 May 2019Customer opinions
Maria
46-55 years old"I am only a small investor however Steve always takes the time to sit with me and talk things through no matter how small. He is attentive, honest and reliable. He gives me clear guidance and understanding .... and speaks in language that can be understood rather than technical financial talk. I can see myself being a client of Steve's for as long as he will have me. "
26 Mar 2019Customer opinions
Fabian
35-45 years old""Steve has given me advice in areas including loan products, self managed super funds and managing debt. Steve was usually 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.""
24 Jan 2019Customer opinions
Philippa
46-55 years old"Steve has given me advice in areas including super, income protection, life and trauma insurance. 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 received Steve's full care and attention when I needed it"
12 Jan 2019Customer opinions
Jane
46-55 years old"My husband and I were seeking financial advice to help us become better prepared for our retirement. Steve has been incredibly professional, approachable and reliable and the financial options outlined in the Statement of Advice (SOA) are extremely thorough, easy to understand and achievable. We were keen to acquire our first investment property and had lots of questions about the process, property market status, taxation benefits and finance options, to name a few. Steve possesses great communication skills and did an exemplary job answering our questions concisely and is still supporting us through the process. Steve is trustworthy, ethical and a straight shooter, which I think are essential qualities when providing expert advice to people about their financial plans and retirement. Value for money is exceptional (my brother-in-law is also a financial adviser and made comment on this) and we have no hesitation whatsoever in recommending Steve as a financial adviser. You'd be mad if you didn't! Thank you Steve - you're a legend!"
09 Jan 2019Customer opinions
Jill
35-45 years old"Steve’s knowledge and support was exceptional. I highly recommend Steve."
08 Jan 2019Customer opinions
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I'm committed to providing quality service and meeting your needs.
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