Specialising in retirement planning, Steve is dedicated to helping his clients understand and appreciate their financial aspirations so they can live the retirement lifestyle they desire.
Steve has worked in the Finance Industry for 35 years and has been a Financial Advisor for the past 20 years based on the Central Coast. His experience expands across both the banking and private sectors. He specialises in investment, cash flow management, superannuation, retirement planning and social security.
He has many trusted relationships with clients that have been with him throughout his financial advice career.
He has been heavily involved in the local community over the years due to his three children and career choices.
Steve holds an Advanced Diploma of Financial Planning, as well as SMSF, margin lending and geared investment accreditations. He is a member of the Associate of Financial Advisors (AFA).