Steven entered the wealth management industry in 2003 and is a trusted and highly regarded wealth adviser to many high net wealth family groups.
Steven brings his experience building and managing a financial advisory business helping clients solve problems and ensuring they receive consistent, bespoke and holistic advice. Steve has a growth mindset that he applies to challenging the status quo and is passionate about creating portfolios that are appropriate for achieving client’s objectives.
Steven is dedicated and loyal. His career has developed in the same business, and he has had the opportunity to build strong and enduring client relationships, advising some of them for over 18 years.
Steven’s qualifications include a Bachelor of Commerce (Finance) from the University of Western Australia and a Master of Financial Planning from Curtin University. Steven is a Charted Tax Adviser (Tax Institute of Australia) and a SMSF Specialist Advisor (SMSF Association).
Steven is part of the Koda Capital WA team (previously Redwood Wealth Alliance).