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Steve Lawrence is a seasoned finance professional with 38 years of experience in holistic financial planning, investment management, and strategic planning. He holds various certifications, including Advanced Diploma in Financial Planning, Diploma of Finance and Mortgage Broking Management, and Certificate IV in Finance and Mortgage Broking. He has worked with prominent companies and as a self-employed Managing Director.

Credentials

  • Full Member
    MFAA- Mortgage and Finance Association Australia
    Jan, 2016
    - Jun, 2026
  • Diploma of Finance and Mortgage Broking Management
    Kaplan Professional (Australia)
    May, 2014
    - Jun, 2026
  • Advanced Diploma Financial Planning
    International Institute of Technology (IIT)-Melbourne. Victoria, Auatrala
    Oct, 2010
    - Jun, 2026
  • Diploma of Financial Planning
    TRIBECA-Brisbane. Australia
    Jan, 2005
    - Jun, 2026
  • Certificate- Financial Planning and Advice Business Financial Adviser
    Westpac Banking Corporation
    Aug, 2002
    - Jun, 2026
  • Asset Management- Dealers License
    Suncorp Asset Management
    Dec, 1995
    - Jun, 2026
  • Graduate Fire Engineer + 'Member' -[like a Masters ]
    Institute of Fire Engineers UK
    Jan, 1979
    - Jun, 2026
  • Certificate IV Finance and Mortgage Broking
    Kaplan Professional (Australia)
  • FBAA
    FBAA-ongoing
  • FBAA
    FBAA

Experience

    • Director Owner/Operator
  • Self-employed
    • Brisbane, Australia
    • Managing Director
      • May 1986 - Present
      • Brisbane, Australia
  • Finance and Property 101
    • Brisbane, Australia
    • Senior Consultant- Adv Dip Financial Planning, Dip Finance [Lending] Qld Real...
      • Mar 1986 - Present
      • Brisbane, Australia

      A versatile, well experienced and Qualified Consultant. Client Centric Strategic Consulting.With 30 years working with SME, and domestic clients.AXA, Westpac and Suncorp as well as operating own boutique business.Consulting as a General Practitioner.

  • NZ Fire, Port Emergency -Port Melbourne, NT Fire
    • NZ, Victoria Australia, Darwin NT Australia
    • Fire Officer and Firefighter
      • Jan 1966 - Oct 1986
      • NZ, Victoria Australia, Darwin NT Australia

      Operational Firefighting to Executive Officer level. Hands-on experience. Firefighting, Diver- Port Emergency, Parachutist - NT Fire. Brigade Training Officer - NT FireFire Prevention Officer-

  • NT Fire
    • Darwin, Australia
    • Divisional Officer- Firefighting-
      • May 1974 - May 1981
      • Darwin, Australia

      Senior Operational Fire Officer, Training Officer, Fire Safety Officer

Education

  • Birmingham UK
  • Institute of Fire Engineering - UK
  • School of Hard Knocks- Masters Degree

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