Steve Nielsen

Ascent Wealth Management Pty Ltd

Platinum

17 Yrs Experience

Eight Mile Plains, QLD 4113

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We are a Brisbane based financial planning practice that has over thirty years of history though our predecessor firms Henderson Financial Services and Ellis Gibson Financial Planning Services. Over this time the practice has been built on the strength of the ongoing service that we provide to our clients, particularly through our Financial Planning Service (or ongoing management) program. This service continues today due to the firm foundations laid through the years. Steve Nielsen Steve has over thirty-four years experience in the financial services industry. Over the last twenty-six years in financial planning both as a financial planner himself, and also running the management and development of Financial Planners and other holders of letters of authority in geographic teams.

Our practice operates on Yagera and Yugambeh Lands and we pay our respects to the traditional owners, past, present and emerging.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Small Business Advice
Wills & Estates

4.75 February 2017

Very happy has meet my expection

5.00 July 2015

Steve is very personable and dependable, and I recommend him to anyone seeking an honest and competent financial adviser. He listens to concerns and quickly identifies the crux of an issue and how to work towards its resolution. He always follows up on recommendations, remembers past concerns and returns to an issue as often as necessary to settle it. He is patient and assists clients to make their own decisions without applying pressure.

5.00 July 2015

We have been clients of Steve for a number of years and have always appreciated his honest, sound and responsible advice - as I tell him (and those who ask who is our financial adviser) he would be the second phone call I would make if I was to lose my husband! I also appreciate his social conscience and his love of his family and his need to not only provide for them but to be the best role model he can be. Karan 4069

5.00 July 2015

We have found Steve to be of excellent value and peace of mind for us as we head towards retirement. We love the way that we can discuss all aspects of our money situations with him as he is so completely trustworthy. We would recommend Steve to anyone needing money management advice.

4.50 June 2015

I have always found Stephen and Katrina, pleasant, understanding and helpful. I have dealt with this business throughout and before my retirement in 2007. I am always happy to recommend Ascent Wealth to other people.

Adviser status Platinum
Rating 4.95
Number of reviews 24
First year providing advice 2007
Years of experience 17
Highest qualification
- Master of Business Administration
Language spoken
- English

Eight Mile Plains, QLD 4113 – Google Maps

Ascent Wealth Management Pty Ltd

Room 3, Corporate House, Building 6, Garden City Office Park, 2404 Logan Rd
Eight Mile Plains, QLD 4113

9:00am – 5:00pm Monday – Friday

Alliance Wealth Pty Ltd

AFSL 449221

Steve Nielsen

Ascent Wealth Management Pty Ltd

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Ascent Wealth Management Pty Ltd

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Alliance Wealth Pty Ltd