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Steven

Steven Roach (NLWB)

Value of Advice Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Diploma of Financial Planning
  • Executive Diploma of Enterprise Development
  • Diploma of Teaching

Joining StatePlus has enabled me to specialise in assisting people plan for a successful retirement which, to me, is the key aspect of financial planning. I get great satisfaction from helping clients achieve their financial and personal goals, both in the lead up to and beyond retirement day.

With more than 13 years experience in the finance industry, Steven brings a diverse range of business and finance skills to his financial planning role. Prior to joining StatePlus in 2005 Steven worked in accounting, small business management and for a major Australian bank as a senior financial planner, providing a strong technical and practical focus which his clients benefit from today.

Married with a primary school aged son, Steven is a keen cyclist and general sports enthusiast, as well as coach of a junior rugby union team. And with a name like Steven Roach, he is of course a Wests Tigers supporter.