Steve Thaxter

I am passionate about empowering my clients to achieve more from their lives.

In fact I'm so passionate about empowerment I've created SOVEREIGNTY. This is free to use on-line wealth projector software that reconciles your wealth's potential back your unique aspirations and lifestyle. Try it now using the link via our website.

Private wealth manager and adviser with 30+ years overall experience in the financial services sector in Australia and the UK.

Previously with:

Macquarie Group (Macquarie Private Wealth) in Sydney 1991-2015

BT Innovation - ASX listed venture capital group 1988 - 90

PriceWaterhouse Coopers in London and Sydney 1983 - 88

Bachelor of Science (Honours) University of Southampton in Economics, UK qualified Chartered Accountant (ACA), Advanced Diploma of Financial Planning (DFP, FPA)

Also active in the non profit sector as a non executive director and fundraiser for KidsXpress, a Sydney based charity providing therapy services for children aged 4 - 14. Member of the Sydney Leadership Council of The Funding Network, a crowdfunding resource for early stage charities.

Specialties: Holistic wealth advice, stockbroking, wholesale managed funds, superannuation, tax efficient investment management, intergenerational wealth transfer, non for profit and foundation advice.