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Steven

Steven Simpson

Financial Planner

Qualifications:

  • Diploma of Financial Planning
  • Bachelor of Business
  • Justice of the Peace

I am passionate about helping my clients maintain their pre-retirement lifestyle in retirement.

Steven Simpson is a Financial Planner with 25 years experience in the finance sector. He currently holds a Diploma of Financial Planning and a Bachelor of Business, and remains devoted to changing his client’s financial futures in a positive way.  Steve has worked in the financial services industry for over 25 years and has been a financial planner for over 9 years. Steve commenced his career in Newcastle with one of Australia’s major banks before moving to Sydney, where he gained invaluable experience providing a high level of customer service to a broad client base.  With hands-on experience in all aspects of financial planning, Steve has the knowledge to assist his clients to identify and achieve their personal and financial goals. He is passionate about helping his clients maintain their pre-retirement lifestyle in retirement.  Steve has been married for over 20 years and has two teenage children. When not spending time with his family, Steve enjoys days at the beach and maintaining a healthy lifestyle.