Our staff


Senior Financial Planner/Director

Steve has been in the financial services industry since 1995 and provides advice across a broad range of areas, including self-managed super funds, small business strategies involving asset protection, wealth accumulation and tax planning and retirement strategies.

Steve believes in the importance of creating a good work/life balance and is equally committed to helping his clients build and manage their wealth to achieve their business or personal goals. He is a trusted advisor to many clients.

Steven grew up in Sydney and currently lives in Epping with his wife Julie, daughter Ava, and son Lachlan. Steve enjoys gardening, golf and supporting his beloved South Sydney Rugby League team.

Professional Qualifications and Affiliations

  • Bachelor of Financial Administration, University of New England
  • Diploma of Financial Planning, Financial Planning Association
  • Authorised Representative Number 245044
  • Plan To Succeed Pty Ltd, Corporate Authorised Representative No. 1285527
  • Prime Partners Financial Advice Pty Ltd, AFSL 458993


Financial Services Guide