Steve began his career as a lawyer, specialising in commercial, banking, and finance law in both Australia and the UK. Before joining Ord Minnett as a Senior Private Wealth Adviser in 2023, he played a crucial role in developing the Strategic Financial Planning business in Queensland during an 18-year tenure at JBWere.
Steve’s expertise extends to entity structuring for trusts, superannuation, and companies, asset protection, self-managed super funds (SMSFs) and comprehensive estate planning. He also excels in complex strategic planning for asset accumulation, cash flow management, and succession planning, alongside investment management, portfolio construction, and direct domestic and global equities management.
His use of option strategies for portfolio protection and income generation further demonstrates his comprehensive skill set.
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