Steven Clarke
About Me
Steve has worked in a diverse range of roles related to financial services his entire professional career. After his parents approached him for help to navigate their retirement, Steve pursued an Advanced Diploma of Financial Planning to gain the technical expertise to help them and then founded Constellation. Since then, Steve has assisted hundreds of clients in all life stages to achieve their financial goals.
Steve’s depth of experience and education enables him to expertly assess a client’s situation to develop a holistic and realistic strategy to achieve a client’s goals in the most efficient way possible.
Qualifications:
• Master of Business
• Advanced Diploma of Financial Planning
• Enrolled in Graduate Diploma of Financial Planning
Steven Clarke is an Authorised Representative No. 433860 of InterPrac Financial Planning Pty Ltd (AFSL 246638).
Areas of Focus
- Aged care
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 11 Years
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Licensed By Interprac Financial Planning Pty Ltd