General Manager, Principal Financial Adviser, Director, Responsible Manager
- Advanced Diploma of Financial Planning – Deakin University completed 2001
- Responsible Manager RG 105 CPD (Kaplan Professional)
- Member Association of Financial Advisers (AFA) (1991)
Steve emigrated to Australia in 1990. Started his own Financial Planning business in 1991. With over 25 years of experience in the Financial Services Industry, General Manager and Principal Financial Adviser Steve Burge, has spent many years giving an inclusive service, whereby you are part of your own Financial Planning destiny. Coming from a Hospitality background, Steve understands the importance of good service and of a quality product. He offers a bespoke Financial Plan and personalized Statement of Advice (SoA), tailored to your individual needs.