Steven Jarick

Steve has worked in the Financial Services industry since 1987 and has been involved in funds management for over 30 years.

Steve has a Diploma of Financial Planning from RMIT University, is a Certified Financial Planner and is a SMSF Specialist Advisor. He holds professional memberships with the Financial Planning Association of Australia (FPA) and the SMSF Professionals’ Association of Australia. With his academic and industry experience, Steve is well qualified to help clients achieve their financial goals.

Steve places a high importance in building and maintaining an enduring relationship with our clients. He believes a consistent, value added service is essential to this process. As part of his service offer, Steve is authorised by FIA to provide advice on and deal in the following financial services:

• Estate Planning
• Investment Planning
• Superannuation
• Retirement Planning
• Risk Management
• Taxation Planning