Principal & Financial Adviser

After starting his working life in IT working for a software provider to the pharmaceutical industry, Steve’s passion for financial markets led to a career change at age 26 via a role as a stockbroker with JP Morgan in Sydney.

Steve spent 2 years in that role before spending 6 years each at Citibank and Macquarie Bank, advising clients on all aspects of their financial world.

In 2014 Steve obtained an Australian Financial Services Licence and set up Sage Wealth Management with the aim of providing high quality bespoke advice and excellent service to a select group of clients.

Steve takes pride in building long term relationships with his clients, some of which have worked with Steve for more than 15 years. Taking a proactive approach, Steve delivers holistic financial advice specialising in investment management.

Steve holds a Diploma in Stockbroking, a Diploma in Financial Markets and a Graduate Diploma in Financial Planning.

Away from the office Steve is married with two daughters and lives on the lower North Shore of Sydney. Steve enjoys spending time with his family, coaching his daughter’s football teams and playing/watching as many sports as time allows. He’s also been known to sneak away for the odd snowboarding trip, with Japan a favourite destination.