Stephen Latham

Biography

Steve’s early career was in corporate accounting and finance, developing valuable experience in taxation, fundamental investment analysis and financial risk management, including extensive offshore finance experience whilst residing in Switzerland. These skills were acquired during a lengthy stint in the 1980s with arguably Australia’s most successful entrepreneurial investment company, Industrial Equity Limited.

In 1992, he elected to move from concentrating on the financial health of companies to the financial health of individuals and joined Bridges Financial Services where he became a member of the Investment Committee and assumed responsibility for advising the clients of the Managing Director. In 1995 Steve moved to Towers Perrin Financial Planning as National Senior Consultant and Director. He was subsequently approached and accepted the position of Executive Director/Head of Financial Planning and Wealth Management at UBS Warburg Private Clients. Steve then formed his own business, Credit New Holland (Wealth Strategists) prior to joining Centric Wealth.

My speciality

Wealth Management
Office Location
Findex Brisbane
Level 16, 120 Edward Street
Brisbane, QLD 4000
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Phone: (07) 3233 3555
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