With over 20 years of experience in the financial planning industry, Steve brings technical expertise, strategic insight and a genuine passion for helping people make the most of their finances. As a Financial Adviser and Head of the Wealth Team, he is committed not only to delivering exceptional advice to clients, but also to fostering a team culture built on excellence, collaboration, and client-first thinking.

A natural people-person with a great sense of humour, Steve creates an environment where clients feel comfortable, confident and supported. He takes the time to understand each client’s current position before carefully designing and implementing strategies that align with their goals and lifestyle.

Known for his ability to distil complex ideas into clear, practical strategies, Steve considers the bigger picture while paying close attention to the details that matter most. His approach ensures clients feel informed, empowered and in control of their financial future.

Outside the office, Steve channels the same discipline and commitment into marathon running and his love of sport, a mindset he brings to helping clients stay the course and achieve lasting financial success.