Steven has 19 years experience in insurance and financial advice. This includes running his own business (Shaw Financial Services) for 5 years and working for elite firms such as Macquarie Bank, Woodbury Financial Services and Stewart Partners. He is currently working towards his Masters in Financial Planning and has an Advanced Diploma in Financial Planning (ADFS); Self-Managed Super Fund (SMSF) Specialist Accreditation, Business Insurance Specialist Accreditation. Also, he has completed two years of high performance mentoring with Think Tank One and leveraged experience from Corporate professionals, Triathletes, Olympians and special forces military.

Steven focuses on helping his clients to live a better life. He achieves this by coordinating with other financial professionals such as accountants and lawyers to provide a truely holistic experience. The ongoing service is tailored around client specific trigger points such as tax planning; investment market performance; complex estate planning; education funding for children and grand-children; assistance for client’s to stay in their home for as long as possible or effectively downsize. Success for Steven is addressing his client’s needs proactively now and throughout their life time rather than waiting until they experience dissatisfaction, problems or need to change immediately. Whilst individuals situations, legislations and markets change, the aim is for his client situation to be almost perfect.

Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.

Fanoula has over 20 years’ experience in the finance industry. She holds a Bachelors Degree in Accounting, is a CPA Australia and was designated a Specialist in Financial Planning by CPA Australia. Fanoula has held the position of Partner in a leading private wealth firm and draws on her wealth of experience to formulate and present complex strategies and concepts, providing solutions to clients with sophisticated structures.

Steven joined Clime as a Private Wealth Advisor in late 2018. He has over 9 years’ experience in Private Wealth as a Financial Adviser with Macquarie Private Wealth, Morgan Stanley and Shaw and Partners.

Steven has a focus on advice to self-funded retirees, SMSF setup, and Family Office Clients.

Liam has a combined Bachelor of Arts and Law degree from Macquarie University and is a Certified Financial Planner and qualified solicitor. Liam most recently worked as a private wealth advisor at Macquarie Bank assisting high net worth and ultra-high net worth clients. Liam’s experience allows him to simplify complexities related to managing financial independence.

Ackhim joined Clime as a Private Wealth Associate and has experience working in the Financial Services industry. He holds a master’s degree in applied finance and a bachelor’s degree in Business specializing in Banking & Finance and Economics. Ackhim commenced his career as a Paraplanner providing sound financial, risk and wealth-management services and assisted in developing advice focusing on Superannuation & Wealth structures (including SMSFs), Risk Management, Finance & Lending solutions, Tax planning & Structures, and Estate planning.

Boban is a Private Wealth associate at Clime with over 8 years of experience in the Financial Services Industry. His previous role was as Associate Adviser for Findex assisting senior advisers with high net worth clients. He currently holds an Advanced Diploma of Financial Planning and accreditations in Margin Lending and SMSF.