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Steve is based in the Toowoomba office. He has been working in the financial services industry for the last six years and has been an adviser for the last five years. He has completed a Bachelor of Commerce (Finance) and an Advanced Diploma of Financial Planning. Steve has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink.
Steve’s passion is to educate his clients whilst identifying opportunities which will improve their financial position, give them peace of mind and help them achieve their goals.
Steve enjoys building ongoing relationships with his clients to help them navigate the continuing changes.