Steven is a senior adviser, owner and director of YV Financial Services.
He is an award winning, qualified financial adviser and has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning. He has also completed an additional SMSF course.
Steven was named the 'Rising Star Adviser of the Year' as part of Sentry Group's Excellence Awards 2016.
Steven is a friendly and approachable, highly motivated financial adviser who provides relevant, quality financial advice for the everyday Australian. As a husband, and father of four, Steven genuinely understands the importance of obtaining financial security and receiving sound guidance for you and your family through all stages of life and ensuring that you will be well taken care of should anything unforeseen occur. He will be the guiding hand for you in those times. He therefore adopts a personalised, holistic approach to personal finance, encompassing superannuation and retirement strategies, insurance, investments, tax (financial) advice and estate planning, to ensure that all areas of your financial position are taken care of.
Steven is an Authorised Representative (no. 424920) of Secure Advice Pty Ltd AFSL 532976.
Cameron is a qualified financial adviser at YV Financial Services, with an Advanced Diploma of Financial Services (Financial Planning) and over 20 years in the industry.
Cameron is an Authorised Representative (no. 242745) of Secure Advice Pty Ltd AFSL 532976.
Damien is a qualified financial adviser at YV Financial Services, with a Diploma of Financial Services (Financial Planning) an Advanced Diploma of Financial Services and a Graduate Diploma of Financial Planning.
Having worked in the NGO sector for the best part of a decade, he has a strong commitment to investing for the future whilst on a budget. Discerning your situation with genuine concern, Damien will tailor advice to your unique circumstances to place you in a stronger financial position.
Damien is an Authorised Representative (no. 1255564) of Secure Advice Pty Ltd AFSL 532976.
Enoch is a qualified financial adviser at YV Financial Services, with a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services and a Graduate Diploma of Financial Planning.
Enoch is an Authorised Representative (no. 1270864) of Secure Advice Pty Ltd AFSL 532976.
Luke is a qualified financial adviser at YV Financial Services and has completed a Post Graduate Diploma in Financial Planning as his highest qualification.
Luke has a diverse background having been a qualified secondary teacher working as head of department along with other roles within the education space for eight years before retraining as a financial adviser. Luke has also worked in farming, landscape gardening, and youth work prior to becoming a teacher.
Luke enjoys the outdoors and regularly uses his breaks to take his family away camping, hiking, fishing, and exploring our beautiful countryside. He regularly shows pictures around the office of the large trout and Murray Cod he has been catching with his children, so along with financial advice he just might give you a few fishing tips to help you a catch a big one!
Luke is an Authorised Representative (no. 1299346) of Secure Advice Pty Ltd AFSL 532976.
Beth is the Office Manager at YV Financial Services.
She commenced this role in 2012, after gaining many years of experience in this area at previous employment.
Beth has a wealth of knowledge and is well equipped to attend to your needs.
Beth has a friendly personality and is looking forward to answering your call.
Ellyne is the Administration Officer at YV Financial Services.
She commenced this role in 2017, and has quickly become a valuable member of the team, assisting with a variety of administration tasks.
Ellyne has a great eye for details, which ensures all tasks are completed to a superior standard.
Administration - Started in 2021
Teresa is part of the administration team at YV Financial Services.
Teresa joined the team in 2022.
Sam is a paraplanner at YV Financial Services.
Sam joined the team in 2020.
Yen is a paraplanner at YV Financial Services.
Yen joined the team in 2021.
Heart is a paraplanner at YV Financial Services.
Heart joined the team in 2022.
Carl is a paraplanner at YV Financial Services.
Carl joined the team in 2023.
