Financial Planner Profile
Name: Steve Luman
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.
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