Formal qualifications: Cert. Fin. Planner (CFP), Dip. Fin Planning, Acc adviser SMSF and margin lending. Cert IV Finance and Mortgage Broking, Dip Finance and Mortgage Broking Manager.
Professional memberships: Certified Financial Planner with the FPA
Steve Kirkman began working in banking and finance in the early 1990s and started his career as a Financial Planner for the Commonwealth Bank. After a few years, Steve moved to Toowoomba and joined the firm in the year 2000. He became a Director in 2009 and today, he oversees our Financial Planning division.
Steve specialises in working with clients who are retiring or have recently retired. He prides himself on equipping his clients with the tools they need to make informed decisions and assists them in maintaining a long term plan to achieve a financially secure future. His areas of expertise include strategic advice, retrenchment and redundancy, wealth creation and superannuation.
Steve’s professional claim to fame is that he was one of the youngest financial planners to become an accredited Certified Financial Planner and has over 18 years experience in financial planning.
Outside of work, Steve’s hobbies include playing golf, fishing and taking his family on trips in their caravan.
In life, Steve’s favourite word is, ‘Kaizen’ – it is the Japanese philosophy for continuous improvement.