Steve Clarke

Constellation Financial Planning Pty Ltd

Platinum
11 Yrs Experience
Baulkham Hills, NSW 2153
4.96
107 Reviews
5
4
3
2
1
4.98
Clear communication
4.93
Knowledge & expertise
4.97
Customer care
4.96
Likely to recommend
Showing reviews 1—10 of 107

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5.00

"Great understanding of our ever-changing situation, providing great advice and giving us a great level of comfort for our future."

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

"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 🌟🌟🌟🌟🌟"

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

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Peter, under 35 years, Glenwood, NSW

"Steve has been looking after my super for a couple of years. He has kept me up to date with the latest super updates such as first home super saver. He has been very helpful"

5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Linda, 65+ years, Glenhaven, NSW

"Both my husband and I have found Steven a trustworthy adviser. His explanations in the quagmire of services have been clear and accessible."

5.00

"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."

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

""I was happy with how the changing of my super fund was handled and the information I received. All the staff members at Constellation Financial Planning provided a very good service, quick reply to emails and phone calls. ""

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

"He's great at what he does."

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

"Steve is a great communicator and is very enthusiastic about his job."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve is clear in his communication and I believe he has my best interests in mind. I'm clear on the plan for me to move forward and what I need to achieve for retirement. I have found Steve honest and approachable - he is genuinely there to help."

  • Superannuation
  • Insurance Protection
  • Property Investment
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 107

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
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting