Qualifications
& Memberships
- Bachelor of Business
- Bachelor of Business Information Systems
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Member of Financial Planning Association (FPA)
- SMSF Accreditation
Areas of
Expertise
Cash flow management
Investments
Self Managed Super Fund
Small business
Wealth Creation
Steven's ideas of Financial Freedom
Financial Freedom is about being able to do the things you are genuinely passionate about. I strive to assist clients achieve this by undertaking methodical analysis and careful listening to understand each individual on a personal level.
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