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Steven Clarke

 Steven Clarke

Share profile:
C68, 24-32 Lexington Drive
Bella Vista
NSW
2153
AU

Overview CONTACT THE ADVISER

Steven Clarke Steven Clarke

total Reviews

47

Experience

4yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Constellation Financial Planning Pty Ltd
Constellation Financial Planning Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Libertas Financial Planning Pty Ltd
Libertas Financial Planning Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
My fees
  • Free Initial Consultation

We have a hybrid fee structure with a blend of fixed price and asset-based fees depending on the products or services provided.

Latest Customer Reviews (3 of 47 total)See all

"Steve has been brilliant since crossing over from my previous advisor. He always takes the time to explain proposed strategies thoroughly and has made a substantial difference to the way my future now looks! "

Joel, 35-45 15 Nov 2017

"Steve has been exceptional with helping me manage my super over the last few years with great returns. I have been very happy with his service over the last 2 place years"

aaron, Under 35 14 Nov 2017

"My wife and I moved our financial affairs to Steve just over a year ago and for the first time ever, we now feel more secure and confident about our future. His knowledge of his chosen field surpasses most others in this industry and I would have no hesitation in recommending him to anyone."

James, 56-65 8 Nov 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

Tax for Financial Advising (2016)

Diploma of Financial Planning (2012)

My membership
Awards
  • No award found
Years of experience
  • 4 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

C68, 24-32 Lexington Drive, Bella Vista
NSW 2153 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 47 Total Reviews
Joel, 35-4515 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve has been brilliant since crossing over from my previous advisor. He always takes the time to explain proposed strategies thoroughly and has made a substantial difference to the way my future now looks! "

aaron, Under 3514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve has been exceptional with helping me manage my super over the last few years with great returns. I have been very happy with his service over the last 2 place years"

James, 56-6508 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My wife and I moved our financial affairs to Steve just over a year ago and for the first time ever, we now feel more secure and confident about our future. His knowledge of his chosen field surpasses most others in this industry and I would have no hesitation in recommending him to anyone."

Gary, 46-5503 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steven has been a pleasure to work with. His knowledge is obvious, and his attention to detail very pleasing. In a short time the switch is already paying dividends. Gary 2154"

Dom, Under 3502 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve’s financial and Super advice was tailored to my individual circumstances and wasn’t just generic advice. He was also quick to provide a structured long-term plan with immediate action that benefited me straight away. Thanks mate!"

Laura, 35-4526 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve has been very helpful and provided us with some great investment advice. I would definitely recommend Steve to my friends and family for some financial advice and planning assistance. "

Amy, 35-4526 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have engaged Steve's services for several years. He has always provided recommendations with clear support as to why. Making it simple for me to make well informed decisions around my finances. I have confidently and will continue to recommend him to friends and colleagues. "

David, 35-4526 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve has been fantastic in keeping me updated and checking in to see if I need anything done. Very good service."

Chad, Under 3526 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steven was very attentive to my personal super needs and requirements for my future. He explained all the information in detail and happily assisted me with any questions that i did have."

Jordan, Under 3524 Oct 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Excellent service and professional team assisiting with my future goals and current superannuation situation, I highly recommend. "

Martin, Under 3523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve was great helping my wife and I with organising our super to benefit us later in life. Extremely knowledgeable, no stress and a hassle free experience. Would highly recommend Steve to anyone."

Brooke, 35-4523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I highly recommend Steve to any new client look for superior advise."

Anthony, 35-4523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steven helped me to the understand the importance of my super and understanding my current and future potential financial circumstances. He continually provides feedback and an annual review which continues to provide me with education and understanding of how my money is travelling, Steve is a professional and has a great understanding of the services he provides."

Trent, 35-4523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve is a great advisor. He provides clear concise information, and listens to what my needs are regarding my super. He provides regular feedback on my portfolio and follows up to clarify I’m happy with how things are tracking. I wouldn’t hesitate to recommend Steve’s services to anyone. "

Kristy, Under 3523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Efficient, reliable, knowledgable and helpful. Always a pleasure to deal with. Highly recommend. "

James, Under 3523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve is always professional with every dealing that we have had. He is very patient and shows us everything upfront before proceeding. Jesse"

Vikash, 35-4508 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Working with steve is so easy, explains all planning matters with ease, great knowledge on planning matter's , helped with my super and protection with better benefits and low premiums, have recommended him to family and friends. "

Jesse, Under 3510 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"After being employed for several, i decided to go out on my own, Steve helped me with all the setup needed for super and insurance, he has also assistant some my staff. Cheers"

Chris & Cathy, 35-4507 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been dealing with Steven for over 5 years now, he has been nothing but professional, helpful, understanding and reliable. We would have no hesitation in recommending Steven to anyone."

Theresa, 46-5504 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have only known Steve for a short time ,however in that time that we have had dealings with him he has not only saved our family money but placed my husband and I in a better financial position for retirement. I have found Steve to be very professional, knowledgeable and trustworthy and I have recommended Steve to family and friends. Terri (2145)"

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
42
Customers

#2
Insurance Protection
STRENGTH
36
Customers

#3
Savings Investment
STRENGTH
25
Customers

#4
Preparing For Retirement
STRENGTH
18
Customers

#5
Tax Effective Strategies
STRENGTH
15
Customers

x

Overall rating

100%

Steven Clarke

Company: Constellation Financial Planning Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Steven Clarke is a member of and in what capacity, the licensee or company of Steven Clarke and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Steven Clarke (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 50%

Quality of Advice: 0%

Customer Satisfaction: 0%