Steven Duke
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Steven Duke is an ASIC-registered financial adviser based in West Rockhampton, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Steven holds a Diploma of Financial Services (Financial Planning) from ThreeSixty (2004), a Certificate IV Financial Service (Finance/Mortgage Broking) FNS40804 from MFAA (2009), and an Advanced Diploma of Financial Planning from Kaplan Education Pty Ltd (2017). This extensive training equips him with the knowledge and skills to provide expert guidance across a range of financial areas. As an authorized financial adviser, Steven can provide advice and services related to superannuation, insurance, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment advice • Risk management Whether you are planning for retirement, seeking to protect your family with insurance, or looking to grow your wealth through strategic investments, Steven is here to help. Contact Steven today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Steven Duke offer?
Steven Duke specializes in providing advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. He tailors his advice to meet your individual financial needs and goals.
What qualifications does Steven Duke have?
Steven holds a Diploma of Financial Services (Financial Planning), a Certificate IV Financial Service (Finance/Mortgage Broking), and an Advanced Diploma of Financial Planning. These qualifications ensure he has the expertise to provide sound financial advice.
What is the process for becoming a client of Steven Duke?
The first step is to schedule an initial consultation. During this meeting, Steven will discuss your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your needs. Ongoing reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can insurance advice from Steven Duke benefit me?
Steven can assess your insurance needs and recommend suitable policies to protect you and your family from unforeseen events. He can advise on life insurance, income protection, and other risk management strategies to provide financial security.
What should I expect from retirement planning with Steven Duke?
Steven will help you create a comprehensive retirement plan that takes into account your current savings, projected expenses, and desired lifestyle. He will provide guidance on superannuation, investment strategies, and strategies to maximize your retirement income.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.