Steven Edwards CFP®

About Me

Steven has been a financial adviser since 1995, working for Charter Financial Planning and Flight Centre MoneyWi$e, before joining Shadforth Financial Group founding member, The Money Managers. In 2012 Steven moved on from Shadforth to setup his own (flat dollar) fee for service financial advice business, operating under the Kilara Financial Solutions AFSL. Steven holds the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry. He also holds a Diploma in Financial Planning and is a member of the Financial Advice Association of Australia (FAAA). Over the years, Steven has gained significant expertise in the areas of superannuation planning, aged care planning, wealth accumulation strategies, tax planning and wealth protection. Steven enjoys helping clients make smarter financial decisions to achieve their lifestyle and financial goals by identifying and implementing high-quality strategic advice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Kilara Financial Solutions Pty Ltd
CERTIFIED FINANCIAL PLANNER®