Steve has been providing financial advice since 1997.  He has been working in the financial services industry for the past 19 years.

Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.  When not in the office Steve can be found angling around the shores of Townsville, casting a lure and hoping for the 'big one'.  

Steve specialises in providing advice in the following areas:

• Wealth creation
• Retirement planning
• Debt management
• Corporate superannuation
• Personal insurances
• Business insurances
• Sucession planning
• Estate planning

 

Lia holds a Bachelor of Commerce from the University of Southern Queensland and is PS146 compliant.  She is responsible for the day-to-day running of the business including administration, accounts and marketing as well as providing paraplanning support.

Lia has been in the administration management field for over 10 years and is responsible for creating and implementing our 'Best Practice Client Procedures' to ensure that you get the best service.

 

Anita is currently finishing her Diploma of Financial Planning.  She is PS146 compliant and has extensive experience in all facets of financial planning having spent the last 10 years in the industry.  

Anita provides paraplanning support to Steve, which involves researching and preparing client strategy reports and assisting with technical issues. 

While Anita is extremely proficient in her work it is her spare time activities that are becoming legendary, including pig shooting from a helicopter!

Colleen is an integral member of the Arlington House team and has been looking after client services for over 4 years.

Colleen is the first point of contact for the business and is able to assist clients with information on: