Steve has over thirty six years’ experience in the financial services industry. Over the last thirty years in financial planning both as a financial planner himself, and also regional management of adviser teams.

Steve is a Fellow of the Financial Services Institute of Australia (FINSIA), holds the Asia Pacific Financial Services mark- Fellow Chartered Financial Practitioner (FChFP). He is a specialist Self Managed Super Fund adviser (SSA) with the SMSF Association.

Outside work, he enjoys martial arts, cycling, and kayaking around the Pumicestone Passage on the Sunshine Coast.

Qualifications

Graduate Diploma of Financial Planning, Kaplan Professional, Completed 2020
Bachelor of Commerce (HRM and Management), Griffith University Completed 1998
Master of Business Administration (Org Change and HRM), University of Southern Queensland Completed 2000
Graduate Certificate of Operations Management, Mt Eliza University Completed 2002
Six Sigma Black Belt Certification, Six Sigma Academy, Scottsdale, Arizona, USA (Process Quality Management) Completed 2002