Steve Holden
Director and Financial Adviser at Haines Wilson- Claim this Profile
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Bio
Tara Richards
Steve and I work together in the same team at Qinvest. He is a valuable team member and is always willing to help and will go above and beyond for not only his co workers but for his clients. He has a depth of knowledge from his experience and always has solutions regarding strategies for clients, technical questions or software related such as Xplan. Steve is an absolute asset and a great person to work with.
Tara Richards
Steve and I work together in the same team at Qinvest. He is a valuable team member and is always willing to help and will go above and beyond for not only his co workers but for his clients. He has a depth of knowledge from his experience and always has solutions regarding strategies for clients, technical questions or software related such as Xplan. Steve is an absolute asset and a great person to work with.
Tara Richards
Steve and I work together in the same team at Qinvest. He is a valuable team member and is always willing to help and will go above and beyond for not only his co workers but for his clients. He has a depth of knowledge from his experience and always has solutions regarding strategies for clients, technical questions or software related such as Xplan. Steve is an absolute asset and a great person to work with.
Tara Richards
Steve and I work together in the same team at Qinvest. He is a valuable team member and is always willing to help and will go above and beyond for not only his co workers but for his clients. He has a depth of knowledge from his experience and always has solutions regarding strategies for clients, technical questions or software related such as Xplan. Steve is an absolute asset and a great person to work with.
Experience
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Haines Wilson
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Australia
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Financial Services
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1 - 100 Employee
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Director and Financial Adviser
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Dec 2020 - Present
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QSuper
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Australia
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Financial Services
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200 - 300 Employee
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Financial Adviser
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Sep 2017 - Dec 2020
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TFC Financial
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Australia
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Financial Services
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1 - 100 Employee
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Financial Adviser
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Jan 2015 - Sep 2017
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Financial Planner
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Nov 2013 - Dec 2014
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Planner Assistant
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Nov 2012 - Nov 2013
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Downs Framing Studio
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Toowoomba, Australia
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Manager/Picture Framer
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Aug 2006 - Nov 2012
High end bespoke picture framers. Gallery manager. Customer and supplier liason, senior picture framer. High end bespoke picture framers. Gallery manager. Customer and supplier liason, senior picture framer.
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Choice Framing Gallery
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Birmingham, United Kingdom
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Framer
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Apr 2005 - Jun 2006
Retail gallery Retail gallery
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Lion Picture Framing Supplies Ltd
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Birmingham, United Kingdom
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Export Administrator
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Oct 2002 - Apr 2005
Arranged international export to Europe, Australia, NZ and Africa Arranged international export to Europe, Australia, NZ and Africa
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Education
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2010 - 2012
University of Southern Queensland
Bachelor of Commerce, Finance -
2016 - 2016
Monarch Institute
Advanced Diploma of Financial Planning, Financial Planning and Services -
2013 - 2013
Monarch Institute
Diploma of Financial Planning, Financial Planning and Services -
2020 - 2020
Kaplan Professional
Ethics and Professionalism in Financial Advice, Ethics
Community
