Steve is a Senior Financial Adviser and an Advice Leader at Apt Wealth Partners. He has over 25 years’ experience in the Financial Services Sector, including 20 years in the Financial Planning industry.
Steve holds a number of qualifications, including a Bachelor’s degree in Business (Banking & Finance) and a Diploma of Financial Services (Financial Planning). He also holds the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Planning Association of Australia (FPA).
In addition to general financial planning, Steve has a particular interest in aged care financial advice and holds accreditation as a specialist in this area.
On a personal level, Steve enjoys spending time with his family and friends, playing golf, and attending sporting events.