Steven Costall- Principal CFP® Professional, Auth. Rep No. 261433, FChFP Dip FP BBus BA
Steven is both a CERTIFIED FINANCIAL PLANNER® and Fellow Chartered Financial Practitioner. Steven is an Authorised Representative of Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, an Australian Financial Services & Credit Licence holder, with one of the largest networks of accountants and financial advisers in Australia.
One of the Few Financial Planners in Australia to hold the premiere designations of Australia’s two peak Financial Planning bodies the Financial Planning Association – FPA and the Association of Financial Advisers- AFA.
Steven holds a Diploma of Financial Planning as well as a Bachelor of Business and Bachelor of Arts Majoring in Asian Studies and Economics.
Steven is currently completing his Masters in Taxation and is a member of the National Tax and Accountants Association.With the exponential growth in Self Managed Superannuation Funds in Australia, Steven is an active member of the Bendigo Self Managed Super Funds Association sub- chapter.
Steven is also on the Bendigo FPA Chapter committee. On a more personal note Steven has always had a love of the outdoors and keeps fit as an avid trail runner. He was born and raised in Canada and achieved the Chief Scout of Canada award in his youth.
He is a CFA volunteer, Red Cross Blood donor and a volunteer working towards building an ice rink facility in Bendigo. He still enjoys a love of good wine from an earlier career in the wine industry.
Steven has recently been awarded the Chartered Tax Adviser Designation by the Taxation Institute of Australia.
Karen Thompson- Client Services and Administration
Our office is run by Karen Thompson who has over 25 years Financial Services experience.
Karen prides herself on delivering caring, attentive and personalised customer service.
Karen manages the provision of timely and accurate recording and reporting for our clients with prompt follow- up of all client queries.
Anj Costall- Client Services and Marketing
Anj brings a wealth of experience to her new role in our business.
From her extensive Nursing and Medical Sales background Anj is a resourceful, client focussed member of our team.
Van Le- Paraplanning
Van is currently completing her Bachelor of Commerce majoring in Financial Planning.
She is the newest member of our team and prides herself on achieving positive outcomes for our clients.