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About Me

Steven joined Capital Partners in 2015 after close to a decade of working in stockbroking and financial advisery. He was driven by the opportunity to work more holistically with a small number of successful families to help them maximise every aspect of their financial lives.
Steven works with his team to ensure the families he supports have a clear plan in place. He believes that great advice requires a deep understanding of your family, access to the right expertise to help you make smart decisions and a strategy that is dynamic and can adapt as your life and the world changes.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Diploma
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Capital Partners Consulting Pty Ltd
CERTIFIED FINANCIAL PLANNER®