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Steve Grief

Financial Advisor and Practice Principal at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">STEVE GRIEF FINANCIAL SERVICES PTY LTD</span>
Intro Book
Seasoned financial advisor delivering tailored financial planning and wealth management solutions.
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Location
Sydney, New South Wales, Australia, AU
Languages
  • English -
Skills
  • Financial Planning
  • Investments
  • Retirement Planning
  • Wealth Management
  • Finance
  • Show all
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Bio

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Steve Grief is a seasoned financial advisor with 21 years of experience, offering comprehensive financial planning, investments, and wealth management services. He has helped over 400 clients achieve their financial and personal goals, specializing in retirement planning and portfolio management. With a Diploma in Financial Planning from Deakin University and CFP status, Steve provides professional advice to ensure clients are in control of their financial future.

Credentials

  • Certified Financial Planner
    Financial Planning Association (FPA)

Experience

  • STEVE GRIEF FINANCIAL SERVICES PTY LTD
    • Westfield Eastgardens, NSW
    • Financial Advisor and Practice Principal
      • Mar 2003 - Present
      • Westfield Eastgardens, NSW

      I provide professional financial advice to help make your picture of tomorrow become reality. Since 1987 I have helped over 400 clients achieve their financial and personal goals. I specialise in retirement planning. Financial planning is not just about investments and, not only for the wealthy ...

  • GIO Australia
    • Sydney CBD and Eastern Suburbs
    • Financial Planner
      • Jan 1987 - Jan 2003
      • Sydney CBD and Eastern Suburbs

      My role at GIO Australia was to provide financial planning advice to clients.

Education

  • 1997 - 2000
    Deakin University
  • 1967 - 1971
    Cleveland Street Boys High School

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