Steven Putt

Steven Putt
Senior Financial Adviser

A practical and progressive Adviser, with over 20 years of industry experience.

Through timely and effective strategic advice, Steve assists his clients define their goals and values and then achieve them. Steve is committed to ensuring his clients receive the highest quality advice and strategy whilst developing long term relationships to deliver the outcomes his clients desire.

Steve’s “goals’ based” approach to assisting his diverse client base is designed to assist them to pursue meaningful outcomes and results, and in short, to live better lives. Steve is an active member of the Financial Planning Association of Australia (FPA) and has worked with the Cancer Council to assist cancer patients overcome financial issues and stress post diagnosis. He holds a Bachelor of Business and has attained various other industry associated credentials, including his appointment as an internationally recognised CERTIFIED FINANCIAL PLANNER™ practitioner.

Steve has 2 children and on the weekend can usually be found chasing one or both around the sporting fields of South East Queensland. Steve enjoys most sports and has utilised the same dedication he applies to his work, to complete a number of ultramarathons, triathlons and obtain a black belt in Tae Kwon-do. When relaxing he enjoys spending time with family & friends.

Steve is available for appointments at our Brisbane CBD, Gold Coast and Noosa offices and also has options for online and phone appointments.

I can’t recommend Steve’s financial wisdom highly enough. He is my go-to for advice and planning of all financial matters. I believe his detailed understanding of his industry and the time he takes to understand your values and your plans are what give him his uniqueness.

He gets to know you, he takes the time to listen to what matters and helps put steps in place so that you reach financial goals. He can explain complicated financial matters to me in a matter of minutes, and this is no small feat! I find him reliable, informative and approachable and have no hesitation in recommending his services to anyone.

Vanessa G

I first met Steve several years ago whilst a partner of a tax and accounting firm. Steve’s ability to relate to our diverse range of clients and propose realistic and attractive solutions was second to none. I received only positive feedback from numerous clients over the years. Steve was able to convert many leads for us and greatly enhanced our firm’s reputation. His depth of knowledge and expert opinion proved to be of great benefit to our shared clientele.

I have no hesitation in recommending Steve in any capacity. 

Julian M

I have used Steve both for my own needs and then recommended him to family members. Steve has a great store of knowledge and explains things very very well so that everyone can understand his suggestions, the benefits, the costs and the expected results. I would have no hesitation in recommending Steve to anyone, and feel that the options he offered and the advice he gave were really the ones that were best for each circumstance.

Steve sorted out all my insurance needs after i created my own company, as well as offering suggestions on future wealth creation. Steve then assisted older family members with estate planning and asset management. We were all very happy with his assistance.

Samantha G