Toowoomba financial advisers

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Steve Holden

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.

Juliet Redding Juliet has expertise in wealth accumulation and protection, debt reduction, superannuation and pre and post retirement planning including Centrelink. Juliet is based in the Toowoomba office where she has lived and worked in the financial services industry since 1997. Juliet has an Advanced Diploma of Financial Advising. 

Juliet feels it is important to engage and equip her clients in understanding their Superannuation and financial options, allowing them to be proactive in developing and reaching their financial goals in retirement.