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Steven Beattie CFP®

About Me

At Wealth Management Partners, we help you achieve your financial goals. Whether it is planning for your retirement, reducing your debt, paying out your mortgage, developing income streams, protecting you and your family through insurance and risk management, planning for that long awaited overseas holiday or simply creating wealth, our team of experts at Wealth Management Partners can help you through delivering strategies, solutions and alternatives that grow our clients wealth and provide piece of mind to enjoy the things that matter the most in our lives. I am an Authorised Representative of Garvan Financial Planning and have satisfied the requirements of the Garvan Financial Planning Quality Advice Programme. I spent 15 years in Senior Management with MLC and Garvan before joining Troy Hartley in 2003 to start the Wealth Management Partners financial planning business

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Mont Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®