Steven McIver

BSc, BAppSc, MHlthSc, DipFS(FP), AdvDipFS(FP)

ADVISER

QUALIFICATION & EXPERIENCE

Steve started his professional life as an Osteopath and holds a Bachelor of Science degree, a Bachelor of Applied Science degree and a Masters of Health Science. After running his own business for a number of years he obtained his Diploma of Financial Services and Advanced Diploma of Financial Services and moved into the financial services industry.

In 2007 Steve was recruited by Retirement Victoria and has since been a valuable member of RV’s financial planning team. Retirement Victoria is a privately owned advice business specialising in the provision of quality financial planning services. Retirement Victoria has a high level of recognition, especially within the Victorian public sector, for expertise, service and clarity in planning.

Steve has a detailed knowledge of public sector superannuation and a strong understanding of the workplace, retirement and financial issues faced by all employees, and by teachers and public sector employees in particular.

Outside of work, Steve enjoys an active family life with his wife and two young sons. Steve can usually be found planning his next camping trip to some remote corner of the country.

SERVICES OFFERED
  • Personal Insurance
  • Retirement planning
  • Superannuation
  • Centrelink/DVA
  • Budget/cashflow management
  • Estate planning
  • Debt management
  • Aged care
  • Investments
PRODUCTS OFFERED
  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities