Steven is an experienced, qualified accountant and more recently a financial planner with Focus Wealth Advisers in the Southern Highlands, NSW.
At Focus Wealth Advisers, we take a holistic approach to financial planning. We believe it’s not just about managing your investments but also about understanding your unique financial situation and tailoring our advice to your needs and goals. Whether you’re looking to maximise your retirement income, minimise your tax liabilities, or protect your wealth for future generations, we can help.
Our team is dedicated to providing personalised financial planning and accounting services to pre-retirees and retirees across Australia. We understand that managing substantial retirement savings can be a daunting task, and we are here to provide the guidance and support you need to make the most of your money.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 2
- First year providing advice 2023
- Years of experience 1
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
Focus Wealth Advisers
Suite 10, 9 Clarence StMoss Vale, NSW 2577
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Adviceiq Partners Pty Ltd
AFSL 332957