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Steven Field

Financial Adviser

Oracle Advisory Group
Erina, NSW 2250

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About

Steven Field is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, Steven has a strong foundation in financial planning principles. He is a CFP® Certified Financial Planner with the FPA and a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Steven is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He leverages this expertise to craft personalized strategies tailored to each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect your family and assets • Wealth management strategies to build long-term financial security • Investment advice to help you achieve your financial goals If you're seeking expert financial guidance and a trusted partner to navigate your financial journey, contact Steven Field today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation strategies Wealth accumulation Insurance planning Retirement planning Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000540806

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Australian Business Number

95742826007

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Authorised Representative Number

000248219

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Frequently Asked Questions

What types of financial advice does Steven Field offer?

Steven Field specializes in superannuation advice, insurance, and wealth management. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities.

What qualifications does Steven Field have?

Steven Field holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and is a CFP® Certified Financial Planner.

How does Steven Field develop a financial plan for his clients?

Steven works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. He then develops a personalized financial plan tailored to their specific needs.

What can I expect during my initial consultation with Steven Field?

During your initial consultation, Steven will discuss your current financial situation, your goals for the future, and any concerns you may have. This meeting is an opportunity to determine if his services are a good fit for your needs.

Is Steven Field obligated to act in my best interests?

As an ASIC-registered financial advisor and CFP® professional, Steven Field is legally and ethically obligated to act in your best interests when providing financial advice.

Get in Touch

Contact Steven directly for personalised advice.

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