Steven entered the wealth management industry in 2003 and is a trusted and highly regarded wealth adviser to many high net wealth family groups.
Since entering the wealth management industry in 2003, Steven has worked with high-net-worth individuals, families and not-for-profit organisations, helping them make informed decisions about their wealth and the opportunities it creates.
Drawing on more than two decades of experience, including building a successful advisory business, Steven provides thoughtful, tailored advice that reflects each client’s unique circumstances and goals. His advice extends across investment management, tax, superannuation, governance and intergenerational wealth planning, bringing these areas together to help clients make better long-term decisions.
Steven believes great advice starts with understanding what matters most to each client. Rather than focusing solely on investment performance, he enjoys helping clients navigate complex financial decisions, challenge conventional thinking where appropriate, and develop strategies that support their objectives today while creating opportunities for future generations.
One of the most rewarding aspects of Steven’s career has been the long-term relationships he has built with clients and their families. Having remained with the same business throughout its evolution and growth, he has advised many clients for more than 20 years and now works with multiple generations of several families.
Steven holds a Bachelor of Commerce (Finance) from the University of Western Australia and a Master of Financial Planning from Curtin University. He is also a Chartered Tax Adviser with the Tax Institute and an SMSF Specialist Adviser with the SMSF Association.
Steven is a Partner in Koda Capital’s Western Australian office.