Steven Wilkie
Financial Adviser
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About
Steven Wilkie is an ASIC-registered financial adviser based in Edgecliff, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in accounting, holding a Bachelor of Business (Accounting) from Charles Sturt University, Steven has built a career underpinned by ethics and professionalism, as demonstrated by his FPC002B Ethics and Professionalism in Financial Advice certification from Kaplan Higher Education. Steven's qualifications include an Advanced Diploma of Financial Planning from Pinnacle Financial Services Academy and extensive compliance training from the Securities Institute. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Institute of Public Accountants (IPA), the SMSF Association, and The Tax Institute, showcasing his commitment to upholding the highest standards in the industry. Steven is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, ensuring that clients receive well-rounded and strategic guidance. Steven can provide advice on: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Derivatives • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Steven Wilkie today to arrange a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Steven Wilkie offer?
Steven Wilkie specialises in superannuation advice, insurance, wealth management, and retirement planning. He provides comprehensive advice tailored to your individual needs and financial goals.
What are Steven Wilkie's qualifications and professional memberships?
Steven holds a Bachelor of Business (Accounting), an Advanced Diploma of Financial Planning, and is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Institute of Public Accountants (IPA), the SMSF Association, and The Tax Institute.
How does Steven Wilkie approach financial planning?
Steven focuses on understanding your unique circumstances and financial aspirations. He then develops a tailored strategy that aligns with your goals, providing ongoing support and guidance to help you achieve financial success.
What should I expect during my first consultation with Steven Wilkie?
During your initial consultation, Steven will discuss your current financial situation, your goals, and your risk tolerance. This allows him to gather the information needed to create a personalised financial plan for you.
Can Steven Wilkie help me with my superannuation and retirement planning?
Yes, Steven has extensive experience in superannuation and retirement planning. He can provide advice on optimising your superannuation contributions, investment strategies, and retirement income planning to ensure a comfortable and secure retirement.
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