Jack Steens

Associate Financial Planner

At work

Jack is an Associate Financial Planner in our Sydney Office. Jack originally joined bdhSterling at the start of 2021 as a Client Administrator in our Perth office, which was his first role in finance. Now, as an Associate Financial Planner he brings with him a wealth of knowledge gained from working in our Administration team, as well as an in-depth understanding of the needs of our clients.

Before joining bdhSterling, Jack worked as Bar Manager at the Ocean Beach Hotel, alongside studying for his Bachelor of Commerce degree at the University of Notre Dame.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s the best thing about living in Australia?

Other than the weather being brilliant nine months of the year, the beaches are world-class. Also, the relaxed nature of everyone.

What’s your best tip for anyone moving to Australia?

Use sunscreen and be prepared for horrible driving.

What gives you the most satisfaction about your work?

Getting things done; there’s nothing better than finishing everything in the day and not having anything left over.

What’s the best thing about working for bdhSterling?

The people: they all 'work very hard and play very hard', and there is always plenty to learn.