In this role, Steven is responsible for leading the state team and creating an environment that facilitates the smooth delivery of our advice services.
Steven has a wealth of knowledge with over 20 years industry experience and is passionate about quality advice and helping shape the future of the financial planning landscape. Steven has experiences in practice management, financial planning, retail banking, credit and mortgage lending, business ownership and structures and has led multiple advice 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.
Steven is busy spending time with his wife, 9 year old daughter and the families 3 pets (2 dogs and a cat) or either watching AFL, playing tennis or finding his miss hit golf balls.