Steve Aldridge, B.Bus Dip FP AFP® GAICD

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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 25 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 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
• Member of Institute of Chartered Accountants in Australia

David has over 9 years’ industry experience helping clients achieve their financial goals and objectives. Since joining Bennett McLeod in February 2011, David has become a valued team member who 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. David's role also encompasses portfolio construction, detailed financial modelling and cash flow analysis.

• Certified Financial Planner (CFP) (Financial Planning Association of Australia)
• Masters of Applied Finance (Kaplan Professional)
• Graduate Diploma in Financial Planning (Kaplan Professional)
• Bachelor of Economics (International Trade and Finance) (University of Queensland)
• Bachelor of Arts (Planning and Geographical Sciences) (University of Queensland)
• 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. She has experience across a diverse range of client scenarios and is very passionate about education for herself personally and for her clients when managing their wealth. She holds an undergraduate degree in Nutrition and Dietetics, which she firmly believes has given her a strong foundation in her ability to communicate and understand her clients wishes and needs and deliver a tailored, personalised service.

• Bachelor of Nutrition and Dietetics (University of Sunshine Coast)
• Diploma of Financial Planning (Kaplan Professional)
• Masters of Applied Finance (Financial Planning) (Kaplan Professional)
• Member of the Association of Financial Advisers

Simon has over 5 years’ experience in the financial planning industry. He thrives on helping clients achieve their financial goals and objectives. He specialises in providing strategic advice in a range of wealth management areas.

• Bachelor of Business Management (University of Queensland)
• Masters of Financial Planning (Griffith University)
• Member of the Financial Planning Association of Australia (FPA)

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)

Jim commenced his professional life with Price Waterhouse in 1978 having completed a Bachelor of Commerce at the University of Queensland. Following a decade in senior tax and accounting roles both locally and overseas Jim moved into the financial services industry. Starting in a firm that merged into Deutsche Bank, Jim naturally gravitated into senior management positions. However, seeking more control over strategy and direction, Jim commenced his own financial services firm in 1996 with long term colleague Colin Rose. This firm ultimately became the listed entity Shadforth Australia Limited, and Jim remained a director there until 2015. Jim has also held various Chairmanships in accounting and financial services firms, along with Board of Advice roles in both listed and unlisted financial services entities. He now focuses his time consulting to select firms along with serving on our Board of Advice.

• Fellow of Institute of Chartered Accountants – FCA
• Financial Planning Specialist – ICA
• Certified Financial Planner – CFP (Retired)
• Specialist Member - Self Managed Super Funds Association – SPAA
• Bachelor of Commerce – University of Queensland