FINANCIAL ADVISER | Canny Advisory
SUPERPOWER // Demystifying the Centrelink + Aged Care process for our clients
Steve has been part of our team since August 2017 and making great waves with our clients. With a lengthy 15 years in the financial planning industry and a financial adviser for almost 14 of those years, Steve is a valued part of our Canny Advisory team, bringing his Masters of Financial Planning with him and is a Certified Financial Planner.
Steve’s favourite part of his role is working with the diverse range of clients and each of their individual stories which also means a more diverse range of goals and objectives. It is very rare for Steve to come across two clients back-to-back who are at the same stage in their life with the same goals and objectives which is great when it comes to keeping things fresh!
On a professional level, you will also find Steve continually finding new ways to develop himself as a financial adviser and the advice that he is able to give as well as his skills in the always-changing environment we are living in today. Steve admits that change used to scare him, but now – he embraces it.
On a personal level, Steve and his partner Sally have just embarked on the Foster Care process and are in the middle of taking care of their first foster child together which has been a life-changing experience and they are really looking forward to taking care of more children in the future as need be.
Outside of the office, when he isn’t helping our clients reach and achieve their goals you will find Steve and Sally with their beautiful bulldogs – Franklin and Cherry. Always off on new adventures, trying to tire them out as best they can! Binge-watching TV series that he likes to re-watch each year is another way you can find Steve unwinding. as well as supporting local farmers and enjoying the different local markets that are held every month.
Get in touch below to find out why Steve is ahead of the rest when it comes to Financial Advisory Services!
Areas of Expertise
- Self-Managed Super Funds (SMSF)
- Retirement Planning
- Aged Care
- Bachelor of Commerce
- Masters of Financial Planning
- Certified Financial Planner
Memberships + Boards
- Member of Financial Planning Association (FPA)
- Treasurer of the Lara Football Club