Steven Greenham
Financial Adviser
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About
Steven Greenham is an ASIC-registered financial adviser based in Portland, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2009, along with further qualifications in Margin Lending and Geared Investments, Finance and Mortgage Broking Management, Aged Care, and Self Managed Superannuation Funds, Steven possesses a robust foundation of knowledge and expertise. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Steven is committed to providing clear, straightforward, and personalised advice to help you navigate the complexities of the financial world. He will work with you to develop a financial strategy tailored to your individual circumstances. • Superannuation advice and planning • Comprehensive insurance solutions • Strategic wealth management • Tailored retirement planning Take control of your financial future today. Contact Steven Greenham to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Steven Greenham provide?
Steven Greenham provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, and retirement planning. He is dedicated to creating personalised financial strategies to help you achieve your financial goals.
What qualifications does Steven Greenham have?
Steven Greenham holds a Diploma of Financial Planning, a Diploma of Finance and Mortgage Broking Management, and several other industry qualifications, including accreditations in Margin Lending and Geared Investments, Aged Care, and Self Managed Superannuation Funds. He is also a Certified Financial Planner (CFP).
What is the process for becoming a client of Steven Greenham?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Following this, Steven will develop a tailored financial strategy based on your needs and preferences. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
What should I expect during a consultation with Steven Greenham?
During a consultation, you can expect a friendly and professional discussion about your financial goals, current financial situation, and any concerns you may have. Steven will take the time to understand your unique circumstances and provide clear and straightforward advice.
How can Steven Greenham help me with my retirement planning?
Steven can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable and secure retirement.
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