Steve is a Senior Private Wealth Adviser with more than 18 years of experience in financial services, specialising in the complex wealth needs of high-net-worth individuals, families, and business owners.
Steve began his career at Fordham, a mid-tier business advisory firm, where he developed deep expertise in investment management. Following Fordham’s acquisition by Perpetual Private, he rose to Partner before joining Ord Minnett – a career path that has given him an unusually broad foundation across both business advisory and private wealth disciplines.
Steve’s business advisory background is central to how he works with his clients. He specialises in asset structuring and capital allocation, delivering holistic strategies that span a client’s entire wealth structure – including asset protection, estate planning, philanthropy and succession.
He is particularly sought after by business owners looking to protect their passive wealth from active business risk and build lasting wealth beyond the business itself. Steve is known for translating complex financial concepts into clear, actionable advice – earning him a reputation for proactive, personalised service and the kind of trusted relationships that endure across generations.
Steve has been recognised as one of Barron’s Top 150 Financial Advisers in Australia in both 2024 and 2025.
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