Started in The Financial Services Industry in 1992 in South Africa with the Liberty Life Association of Africa Limited, assisting clients with Investment, Saving, Retirement Planning and managing the financial consequences of personal risk.
After moving to Australia in 2002, joined Westpac in a senior role advising Business owners in meeting - Superannuation obligations, exit strategies within the business structures and managing investment growth both in and out of the business for successful retirement.
Cooper Barber Financial Planning commenced in 2004 with a vision to assist the clients of the business develop clear pathways to real wealth and financial independence using the tools available at the time, and this has not changed. Steven advises clients in Self-Managed Superannuation as an SMSF Specialist through the SMSF Association. In addition, he focusses on the core areas of the role as a trusted financial officer, and in conjunction with associated professionals, attends to aspects such as Cash flow optimisation, Strategy Development, Investment Management, selecting Suitable structures, Self-Managed Super, Estates and Wills, Property portfolios, Accounting and taxation, Personal risk insurance and Goal Management.
Steve is an Authorised Representative of CB Wealth Services Pty Ltd ( AFSL 487183)
Qualifications include:
SMSF Specialist Adviser, SMSF Association
