ARN: 1004713
Memberships & Qualifications:
With more than three decades of experience in the financial services industry, Stephen brings a wealth of knowledge, insight and professionalism to his role as Senior Financial Adviser at Clear Sky Financial. Known for his integrity, empathy and clear communication style, Stephen has built long-standing relationships with clients by providing guidance that is both strategic and deeply personal.
Stephen’s expansive career has included senior advisory roles within prestigious banking and respected private financial services firms, where he specialised in superannuation, insurance, and retirement strategies. He is passionate about understanding what matters most to his clients – whether that’s a secure retirement, peace of mind for their families, or long-term financial independence – and tailoring solutions that help bring those goals within reach.
Highly skilled in the development of comprehensive financial plans, Stephen brings particular expertise in personal risk insurance (including life, TPD, trauma, and income protection), superannuation structuring, and retirement planning. His approach is proactive and client-focused, always underpinned by current knowledge of market trends and regulatory requirements.
Stephen’s strengths lay not only in his extensive experience and broad technical expertise, but also in his ability to connect. Clients often comment on his warm and approachable manner, and his genuine interest in their lives and aspirations. As someone who thrives in collaborative environments, Stephen values honesty, transparency and trust, qualities that define both his professional and personal relationships.
Away from the office, Stephen enjoys an active lifestyle and makes the most of weekends with family and friends. A keen golfer and soccer enthusiast, he also enjoys jet skiing and winding down at the beach whenever possible.