Steven Klacar has over 15 years’ experience working in the financial services sector, during that time he has held a number of senior roles.

Steven has worked with some of the largest financial institutions in Australia, including the NAB, Bell Potter, Ord Minnett & has been an integral member of an Investment Committee.

With Steven’s extensive expertise he specialises in providing a wide range of tailored solutions to his clients, including Portfolio Management, SMSF advice, Wealth Creation Strategies, Superannuation, Personal Risk Protection, Retirement Strategies & Financial Planning.