CFP®, MBA, MAppFin, GAICD, F Fin
Head of Advice
Steven has a wealth of knowledge with over two decades of industry experience and is passionate about quality advice and helping shape the future of the financial planning landscape. Steven has experiences covering financial planning, retail banking, superannuation, credit and mortgage lending, business ownership and structures, sales and marketing, risk and compliance (including design), business transformation, change and project management and has led multiple, and diverse teams.
Steven holds a Masters of Business Administration, a Masters of Applied Finance, is a Certified Financial Planner and is a graduate of the Australian Institute of Company Directors. Steven has also been awarded a Distinguished Services Award by the Financial Planning Association of Australia.
Outside of work
Steven is busy spending time with his wife, 10 year daughter, the families pets, or either watching AFL, playing tennis, fishing or finding his miss hit golf balls.