About Steven

Steven is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Steven holds a Diploma in Financial Planning and the internationally recognised Certified Financial Planner ® designation, the highest certification within the financial planning industry.

Steven has worked in the financial services industry since 1992, commencing his career with MLC. He joined Shadforth Financial Group in 1997 and has been an adviser since 2001.

Steven derives great satisfaction from helping his clients achieve their lifestyle and financial goals and navigate through life's challenges. Steven is often complimented on his ability to explain the technicalities of financial planning issues and strategies in plain English and has excellent skills with regard to cash flow modelling and analysing the strength of one's financial position both now and into the future.

In 2024 Steven was honoured in The Barron's Top Financial Advisers in Australia list.

Outside of work

Away from work, Steven enjoys football, golf and cycling. He is married with two children and actively involved in raising funds for the Juvenile Diabetes Research Foundation, whose objective is to find a cure for Type 1 Diabetes.

Meet Steven's client