Steph is an experienced financial adviser with a comprehensive background in holistic financial planning. She is deeply passionate about guiding pre-retirees, finding great fulfillment in helping clients at such a significant stage in their lives.

Renowned for her ability to clearly explain financial concepts to clients of all financial literacy levels, Steph is highly regarded for her genuine care, meticulous attention to detail, resourcefulness, and commitment to providing ethical, unbiased advice. These qualities make her a sought-after adviser for clients across Australia.

Steph holds a Bachelor of Commerce degree with double majors in Finance and Financial Planning. Committed to continuous professional development, she is also the recipient of the Financial Planning Association’s Women in Finance Scholarship.