Raised in the quiet, idyllic town of Boonah in Queensland’s Scenic Rim region, Firm Director, Steve Kirkman thought he wanted to be a Draftsman when he left school. After graduating, he moved to the hustle and bustle of the city and entered a cadetship. However, in what seems like a classic case of itchy feet, over the next five or so years Steve’s career took a number of twists and turns.

Finding your place in the world and making important decisions like what you want to be when you grow up and where you want to live, are never easy. For Steve, it didn’t take him long to realise that the city scene wasn’t for him and he returned to his hometown to accept a position with the Commonwealth Bank. He first entered the financial planning scene a short time later when he journeyed the 3,000km to Alice Springs but it wasn’t a permanent stay and he made another move, this time relocating to the Sunshine Coast.

It was in the late 1990s when Steve travelled to Toowoomba and met his now wife, Alicia that he finally decided to put down roots.

In 2002, Steve happily accepted a role with the firm working alongside former Financial Planning Manager, Rob Grover.

A dedicated and charismatic professional with an intuitive and fierce approach to business, it didn’t take long for Steve to spread his wings and in 2009, he joined the ranks as Firm Partner.

When Steve talks about the team of professionals he works with, a sense of pride rushes over him and he admits that they are a close-knit bunch and an extension of his family. He relishes in the time they spend together at their annual team building days, where they step out of the world of finances and enjoy anything from camping to obstacle challenges.

Outside of the daily grind, Steve describes himself as a family man who loves exploring the outdoors. He is a firm believer in weekend time being family time and enjoys creating memories with his wife and two boys.

Looking down the path towards the future, Steve is excited about the changes headed for the financial planning arena. Like most industries, he predicts that technology will deliver increased automation and this will place financial planners more like financial coaches – setting strategies and goals. He says that the range of products available to clients will continue to grow and that they will become more competitively priced.

When asked where he sees himself in ten years, Steve quickly responded with, “On the beach at the Maldives sipping on a cocktail.” He then chuckled with laughter.

Seriously though, like many of the Firm Directors, Steve has a retirement plan already in the pipeline. He hopes to retire early and perhaps set off on a caravan adventure like many of the retirees he has worked with over the decades. Wherever life takes him, he hopes it is outdoors.


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