Steve holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. He is currently completing the CERTIFIED FINANCIAL PLANNER® program.
- Investment Advisor, Creative Financial Group
- Financial Analyst, Wealth Partners
- Planner, United Capital
With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Steve joined Annuity Strategic in 2011.
Steve has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.