About Steve
I joined the Penny Group in 2022 and have over 25 years of industry experience working in a variety of roles including, financial planning, area/regional management, supervision, training & development, conduct and compliance.
As the Financial Planning Director at the Penny Group, I work alongside all our financial advisers and planners providing guidance and support to ensure our clients receive outstanding financial planning. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute.