Stephen Lowry CFP®

About Me

Steve joined our firm in 1998 and became a partner in 2004. Steve possesses a deep level of financial theory and is able to adapt academic research to the real world of investing. His presentations make complex ideas not only understandable but also useful. With over 24 years' experience in the financial planning profession and business management, Steve has assisted many clients to achieve their most important goals. Steve is passionate about his client's future and providing exceptional advice and direction. Steve has been instrumental in developing a team culture built on excellence and fun. This has resulted in Alman Partners being the employer of choice within our profession. Steve was awarded an Advanced Diploma of Financial Planning through Deakin University. He holds the professional designation of Certified Financial Planner®. Accredited as a Tax (financial) adviser from the Tax Practitioners Board. Steve was a founding Director of The Mackay Community Foundation and served on the board from 2003-2019. In 2012, Steve was awarded the Financial Planning Association’s Queensland Community Services Award for his work with The Mackay Community Foundation and commitment to providing financial literacy education to our community.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Alman Partners Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®