Strategic Financial Planner & Money Coach
The Fun Stuff:
Based in our Newcastle office, when I am not focused on my two young boys and wife, living a life with a little fun and adventure is important.
Our family love the beach so are involved in nippers and I am also a volunteer life guard. I love to run and even more if I can get into the bush trails.
In adulthood I developed a hunger for reading which feeds my curiosity and guides constant self development. I find a great amount of energy and focus from regular yoga practice, which is a part of creating space for myself to keep focused on what truly matters to me and my life, helping me stay centered and present for myself and the people I interact with.
The Serious Stuff:
Steve has been in the financial services industry since 2010 and prior to joining Money Mechanics gained experience in business, banking, and finance as well as both supporting and advising roles in a boutique financial planning practice. Steve is an Authorised Representative (ASIC No. 1251188) of PATRON Financial Advice AFSL 307379. Steve is a Registered Tax Practitioner (Financial Services) Tax Agent Number 25835129.
Steve is a Certified Money Coach® (CMC) awarded by The Money Coaching Institute and has a passion for helping people with the subconscious and emotional reasons we don’t always do what we know we should with the money that flows through our lives. Studying Financial Psychology and Behavioral Finance in the US Steve is interested in continuing to learn about the psychology around people’s relationship with money.
Steve has a Bachelor of Business (Finance) from Swinburne University of Technology, and is also a qualified mortgage broker. With his experience in working with the debt that many people have been carrying Steve is driven to provide quality Strategic Debt Advice to guide and coach people on the path to minimise the strain it can have on personal cashflow.