Steven Lequerica CFP®

Steven Lequerica CFP®

About Me

My Fortress Townsville is in its 36th year of operation in North Queensland. Due to our innovation, progressive ideas and new concepts we are recognised nationally as an industry leader. My Fortress Townsville is a FAAA Professional Practice and carries the SAI Global ISO 9001 Quality Assurance Certification. We operate out of the Fit for Life Financial Services Centre, which integrates Financial Advice, Tax and Accounting, Business Advice and Lending Services.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By My Fortress Pty Ltd
CERTIFIED FINANCIAL PLANNER®