Steve brings to the team over 30 years of experience in the currency, fixed interest and equities markets. In his career he has worked for JB Were, Merrill Lynch, BZW/ABN Amro (including a two-year role in London) and Citigroup in both Australia and New Zealand.

He has also had direct experience developing a managed accounts business as the co-founder of Providence Wealth, before joining Westpac in 2004.

Prior to his current role, Steve was Head of Premium Wealth Services in Private Bank.

Steve's qualifications include a Bachelor of Economics, a Diploma of Financial Planning and he is a Fellow of FINSIA.