Steve Clarke

Constellation Financial Planning Pty Ltd

Platinum
11 Yrs Experience
Baulkham Hills, NSW 2153

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.

Expertise

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

My fees

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

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.96
  • Number of reviews 108
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Constellation Financial Planning Pty Ltd

Suite 416, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Interprac Securities

AFSL 246638