Steve McCosker
Senior Financial Planner / Director
Steve has been in the financial services industry since 1995 and is a trusted adviser to many clients.
He provides advice across a broad range of areas, including self-managed super funds, small business strategies involving asset protection, wealth accumulation, tax planning and retirement strategies.
Steve believes in the importance of a good work/life balance and is equally committed to helping his clients build and manage their wealth to achieve their business or personal goals.
Steve grew up in Sydney and lives in Epping with his wife Julie, daughter Ava and son Lachlan. He enjoys gardening, golf and supporting his beloved South Sydney Rugby League team.
Professional qualifications and affiliations
- Bachelor of Financial Administration, University of New England
- Diploma of Financial Planning, Financial Planning Association (now FAAA)
- Authorised Representative Number 245044
- Plan To Succeed Pty Ltd, Corporate Authorised Representative No. 1285527
- Prime Partners Financial Advice Pty Ltd, AFSL 458993
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