Wesley Steer

Bamboo Wealth

Bronze
6 Yrs Experience
Coburg, VIC 3058

I am currently working as an Associate Financial Planner at a boutique financial planning practice Bamboo Wealth.

I started my financial services career as a Paraplanner developing financial plans for clients and now I am working directly with clients to understand their situation and achieve their goals.

I have completed a double degree in Accounting and Finance (Majoring in Financial Planning) at la Trobe University.

I have also had a number of teaching opportunities in financial planning and accounting including at: La Trobe University as a tutor and Pearson Vue as an assessment developer.

Lastly, I am currently furthering my education to ensure that I have completed all the requirements for FASEA and also I am looking to complete my Certified Financial Analyst Accreditation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Bachelor of Finance
    • Bachelor of Accounting
  • Language spoken
    • English

Bamboo Wealth

Suite 8, 240 Sydney Rd
Coburg, VIC 3058

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Hejaz Financial Advisers Pty Ltd

AFSL 517686