Antoinette Mullins profile photo

Antoinette Mullins

Steps Financial

Gold
18 Yrs Experience
Turramurra, NSW 2074

As a qualified youth worker and trauma counsellor, I bring a different skillset to my role as financial adviser. This has enabled me to provide emotional support to clients going through a difficult time, as well as financial advice to improve their situation.

My aim is to empower my clients by improving their financial literacy and capability – that is their understanding of and their confidence in managing their own finances. This is enforced through my extensive experience of running workplace programs, workshops and seminars.

I practice goal-based strategic planning which is aimed at achieving your goals, no matter what life stage you're in.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Wills & Estates

My fees

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

I am a fee for service adviser and my charges are on the complexity and time spent on providing the advice. This is always a fixed dollar fee charged to you or to the portfolios, depending on your comfort level, situation or cash flow.

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Steps Financial

32 Finlay Rd
Turramurra, NSW 2074

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552