SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
UK Pension Transfers
UK
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Steven
Guy

Senior Finanical Advisor
Adelaide
South Australia
IN THEIR OWN WORDS

I enjoy listening deeply to your needs, prioritizing your interests over my own.

I personalize my advice around you, looking to make your dreams and goals tangible.

I will help you navigate financial matters. Holding your hand through what can sometimes be complex, looking to make things easy to understand.

Qualifications and Memberships 

  • Graduate Diploma in Financial Planning
  • Advanced Diploma of Financial Services (Financial Planning)
  • Member of the Financial Advice Association Australia
SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
UK Pension Transfers
UK
Pension
Transfers
Knowledge of product and care taken to explain the best options going forward. The timely response of text and phone call replies.
Kevin, SA
Steve has the ability to communicate what needs to be said in a way that I can fully understand. He has an innate way of explaining technical aspects plainly in lay-man's terms. Steve's knowledge of the industry in my opinion is second to none and that is borne by his passion for what he does and that is to assist people in achieving their financial goals. As a client, I trusted Steve and had confidence in what proposals he would come up with. He can't predict the market, but he certainly has his ear to the ground and his finger on the pulse at all times. I am grateful to Steve for everything that he has created from my superfunds and for all the personal assistance he has afforded me throughout the journey. Would I recommend Steve to anybody? I would.
Gavin, Seaford Rise, SA
Friendly and helpful.
Hayley, SA

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