Steven has over 20 years’ experience in providing strategic financial advice, with a particular focus on maximising opportunities for people in their superannuation, constructing investment portfolios and ensuring assets and lifestyle are protected.
He is careful to prioritise the client’s understanding of their lifestyle goals and tailoring strategies and investments around them. These strategies draw from a strong background in superannuation, retirement planning, investment classes and themes such as, tax, social security and aged care.
Steven has worked within some of the largest Australian and international banks, advising on their client’s wealth goals. He is now based at our AMP Advice office in Docklands and looks forward to assisting people improve their financial planning needs.
Steven derives satisfaction from giving people the peace of mind that comes from knowing they are making the most of their financial resources and presents opportunities available to them which is steering them to a more certain financial future.
Steven is passionate about spending time with his family, and enjoying several outdoor pursuits, which includes coaching the local soccer team.
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