Steven Lacy
Financial Adviser
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About
Steven Lacy is an ASIC-registered financial adviser dedicated to helping individuals and families in Darwin City and beyond achieve their financial goals. With a Bachelor of Business from the University of Queensland (2003), an Advanced Diploma in Financial Services (Financial Planning) from ThreeSixty (2005), and a Graduate Diploma in Financial Planning from Kaplan Professional (2024), Steven possesses a strong foundation of knowledge and experience to provide comprehensive financial advice. Steven is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you navigate the complexities of the financial landscape and make informed decisions about your financial future. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Steven can provide personalized advice tailored to your specific needs and circumstances. Contact Steven today for a consultation and take the first step towards a secure and prosperous future.
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Frequently Asked Questions
What types of financial advice does Steven Lacy offer?
Steven Lacy provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you with all aspects of your financial planning needs.
What are Steven Lacy's qualifications?
Steven Lacy holds a Bachelor of Business from the University of Queensland (2003), an Advanced Diploma in Financial Services (Financial Planning) from ThreeSixty (2005), and a Graduate Diploma in Financial Planning from Kaplan Professional (2024).
What is the process for working with Steven Lacy?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Steven will then develop a personalized financial plan tailored to your specific needs. He will regularly review your plan and make adjustments as needed to ensure you stay on track to achieve your objectives.
What can I expect from a financial planning consultation with Steven Lacy?
During a consultation with Steven, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and personalized advice to help you make informed decisions. He will provide ongoing support and guidance to help you achieve your financial goals.
How can Steven Lacy help me with my retirement planning?
Steven can help you develop a comprehensive retirement plan that addresses your specific needs and goals. This includes assessing your current retirement savings, projecting your future income needs, and developing strategies to maximize your retirement income. He can also assist with superannuation advice and investment management.
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