Steve Aldridge, B.Bus Dip FP AFP® GAICD

---

Steve has 25 years’ experience in financial services. He is passionate about helping clients get financially well-organised so that they can focus their time and energy on what they truly want to be doing with their life. He assists clients to protect, grow and use their wealth to achieve their personal goals and strongly believes that advice is pointless unless it is efficiently and effectively implemented. To achieve this he works in collaboration with clients’ other trusted professional advisers to make sure things get done.

• Bachelor of Business (Queensland University of Technology)
• Diploma of Financial Services (Deakin University)
• Diploma and member of the Australian Institute of Company Directors
• Estate Planning Specialist (University of Sydney)
• Member of the Financial Planning Association of Australia (FPA)
• Registered Tax Financial Adviser with Tax Practitioners Board

Andrew has over 30 years’ experience in the financial planning industry. He specialises in providing comprehensive wealth management advice to individuals, families and business owners. He also regularly consults to corporations and accountants on a range of wealth management issues for their employees and clients.

• Bachelor of Business (University of Southern Queensland)
• Graduate Diploma of Applied Finance (Securities Institute of Australia)
• Certified Financial Planner (CFP)
• Fellow Financial Services Institute of Australasia (FFin)
• Member of the Financial Services Institute of Australasia (FINSIA)
• Member of the Financial Planning Association of Australia (FPA)
• Accredited Advice in Practice (Aged Care)
• Registered Tax Financial Adviser with Tax Practitioners Board

Steven has a passion for working with his clients to achieve their lifestyle goals and financial independence. Steven has adopted a holistic approach in advising his clients and works well in collaboration with clients’ other professional advisers to make sure advice is implemented. Steven has a particular specialty advising medical professionals, however also supports a diverse range of clients.

• Bachelor of Business (Queensland University of Technology)
• Certified Practicing Accountant (CPA Australia)
• Masters of Business Administration (Queensland University of Technology)
• Advanced Diploma of Financial Services (Kaplan)
• LRS® Life Risk Specialist
• Member of the Financial Planning Association of Australia (FPA)
• Registered Tax Financial Adviser with Tax Practitioners Board

Angus is a former Chartered Accountant with over 30 years’ experience in the Financial Services Industry. 

• Bachelor of Business (Accounting) (University of Southern Queensland)
• Graduate Diploma in Financial Planning (Deakin University)
• Fellow of Australian Institute of Company Directors

David has been working in the Financial Services industry since 2010 helping clients achieve their financial goals and objectives. David specialises in providing comprehensive wealth management advice to High Net Wealth Worth individuals. David has an eye for detail and uses his technical knowledge to assist in the development of tailored strategies for clients. His role also encompasses portfolio construction, detailed financial modelling and cash flow analysis. 

• Bachelor of Economics (International Trade and Finance) (University of Queensland)
• Bachelor of Arts (Planning and Geographical Sciences) (University of Queensland)
• Graduate Diploma in Financial Planning (Kaplan Professional)
• Masters of Applied Finance (Kaplan Professional)
• Certified Financial Planner (CFP) (Financial Planning Association of Australia)
• Member of the Financial Planning Association of Australia (FPA)
• Registered Tax Financial Adviser with Tax Practitioners Board

Rebecca has been working in the Financial Services industry since 2012. With a background in lending, an undergraduate degree in Nutrition and Dietetics and her qualifications in Financial Planning, she is very well equipped to help our clients in the areas of cashflow, debt management, personal insurance, and investments. Rebecca is passionate about education both for herself personally and for her clients. 

• Bachelor of Nutrition and Dietetics (University of Sunshine Coast)
• Diploma of Financial Planning (Kaplan Professional)
• Masters of Applied Finance (Financial Planning) (Charles Sturt University)

 Simon has been working in the Financial Services industry since 2015. He thrives on helping clients achieve their financial goals and objectives. He specialises in providing strategic advice to our clients in a range of areas including superannuation, risk management and investment strategies. 

• Bachelor of Business Management (University of Queensland)
• Masters of Financial Planning (Griffith University)

Anna has over 30 years’ experience in the Financial Services Industry in various roles, from Practice Manager of a boutique financial planning firm, to working for over 12 years at BT Financial Group as Investor Centre Manager, Relationship Manager in the Private Client Division, Advice Coach for Westpac Investment Representatives and Business Development Manager. Anna has also worked as Human Resources and Administration Manager at Perpetual Trustees. Anna's role is to maintain company accounts, manage projects and oversee the general operation of the office.

• Advance Diploma Financial Services (Financial Planning)
• Diploma of Accounting 

Stephanie commenced work at Bennett McLeod Capital in August 2016 as Client Services Manager. She has a Bachelor of Business majoring in Accounting. Stephanie is passionate about building strong professional relationships with her clients and regularly goes above and beyond to meet her client’s needs. She is known for her strong communication skills and ability to explain complex matters clearly. Ensuring that the client feels understood is what Stephanie strives for in each and every encounter.

Stephanie’s responsibilities include completing all the administrative tasks relating to clients, liaising with stockbrokers, fund managers, banks and insurance companies to ensure information is up to date and transactions are completed accurately and on a timely basis.

• Bachelor of Business (Accounting) (Queensland University of Technology)