Steve Clarke

Constellation Financial Planning Pty Ltd

Platinum

11 Yrs Experience

Baulkham Hills, NSW 2153

About Steve
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Steve has more than 15-years of experience in financial services and over 9-years as a Financial Planner. During this time, he has assisted over 250 clients in all life stages achieve their financial goals.

Steve has completed a Master of Business, Advanced Diploma of Financial Planning, and currently enrolled in a Graduate Diploma of Financial Planning.

This experience and education gives Steve an excellent understanding of the various issues and areas that can be challenging for clients.

Call or email to arrange a time to sit down and discuss your circumstances with Steven.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets
Budgeting

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

5.00 December 2024

Steve is a compassionate, professional, knowledgeable, ethical, and determined expert. He took the time to get to know me, my circumstances, and my dreams for my family so I could plan accordingly. I feel I can relax and do what I do well as he does what he does well, and, in that sense, it is a partnership where I matter; I am not merely a number or a payment as I have experienced previously. I love the feeling of having a team dedicated to working with me, with Steve as a leader.

5.00 July 2024

I was initially recommended Constellation Financial through a friend of mine through recommendations on my face book page. I had three or four recommendations once I had done my research from the advice of my friends one stood out Constellation Finances. We needed someone to come to us to suit our time schedules. Steve came out and listened to our needs and begun to collate the information into a plan. One year fast forward and we are very, very happy with Constellation Financial Planning. When we need additional advice on properties and our plan Steve and his team are very prompt in getting back to us whether via email or phone call. I would gladly recommend Steve and his team to anyone.

5.00 March 2024

Great understanding of our ever-changing situation, providing great advice and giving us a great level of comfort for our future.

4.75 August 2023

Meeting Steve and his team has been a good experience. We were given clear information that was easy for us to understand. If we have been unsure about anything they are just a phone call away, and there friendly staff are quite happy to help and guide us through the process. Thank you & your team 🌟🌟🌟🌟🌟

5.00 August 2022

Steve is a confident and knowledgeable financial adviser. He is approachable and amicable and makes sure he explains all facets of financial planning for retirement clearly. He is polite, prompt and open to questions and is always very clear and ready to reply. Steve is a really lovely, professional bloke.