Centric Wealth

your interests, our focus

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Steve Davis

    

Experience
Steve joined Investor Security Group, (predecessor to Centric Wealth), in January 2000.
He has been working in the financial planning industry since 1997 in which time he has enjoyed providing strategic advice to retirees and wealth accumulators to meet their ongoing personal and financial objectives.
Steve builds long lasting relationships with his client based on trust and feels privileged to be granted the important responsibility of managing his client’s financial affairs.  His high quality, client focused service approach provides clients with peace of mind so that they can pursue and enjoy their interests.

Educational qualifications and Professional Memberships 
•   Bachelor of Economics (Macquarie University)
•   Diploma of Financial Planning (Deakin University/Financial Planning
    Association)
•   Certified Financial Planner (Deakin University/Financial Planning
    Association)
          

Contact Steve
   02 9250 6531
   email Steve

 


Read more about Managing your Wealth

Advice, Management and Guidance

Superannuation and Retirement Strategies

Family Office Services

Portfolio Management

Investment Opportunities and Funds

Client Investment Administration

Our Wealth Advisers