Steve Beaumont | Financial Planner

 

Steve is a senior financial planner attached to Navigate Financial Group.  His career in the Financial Services Industry began in 1981 when he commenced with the then AMP Society as a Consulting Representative.

Prior to joining AMP, Steve obtained a Certificate of Personnel Administration (TAFE) and after, completed a Diploma in Life Insurance (Australian Insurance Institute).  In the 1990s, he joined the Financial Planning Association, completed a Diploma in Financial Planning (Deacon University) and became accredited as a Certified Financial Planner.

Until 2007, he managed his own AMP financial planning practice before merging with Tony Borg’s practice just prior to the formation of Navigate Financial Group.  Apart from looking after his own clients, Steve assists Tony in servicing the needs of some of Tony’s retired clients.

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