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Financial Planner Profile

Name: Steve Luman

Qualifications:
Advanced Diploma of Financial Planning (2013)
Level of Qualification: Level 6 – Advanced Diploma, Associate Degree

Self-Managed Superannuation Fund (SMSF) (2013)
Diploma of Financial Services (Financial Planning) (2012)

Sunlife Financial Advisory
Snr Adviser / Business Owner
There’s no better feeling for me than the satisfaction of seeing my clients succeed financially.

About Steve:
I am a successful business owner, homeowner, married with two young children. I have an extensive background in finance and property investment/development, as well as being registered on the Tax Practitioners Board, all of which helps me provide a well-rounded and holistic approach to finance, investment & taxation strategies.

Why Choose Us:
At Find Financial Planners, we understand that every person has a unique story. We don’t just give advice, we help you build a clear pathway to financial success. There’s no greater professional satisfaction than seeing my clients excel financially. Seeing them shift from “uncertainty” to Focused & Empowered is what I love most about being a Financial Adviser.

“If the goal is important enough, with determination and discipline anything is possible.” – Steve Luman

Financial Planning Services:

  • Financial Efficiency
  • Investment Strategies
  • Portfolio Management

  

  • Superannuation & SMSF
  • Risk mitigation
  • Estate Planning