Steph joined bdhSterling in April 2014, following 3 years as an Account Manager at a boutique SIPP provider, Curtis Banks in Bristol UK. Starting as an Administrator at bdhSterling, Steph quickly moved through the ranks of Client Manager and then Paraplanning Manager to eventually step into her current role as Head of Client Services. She has a deep understanding of the entire client journey and can therefore provide the very best service and solutions for our clients. Steph holds a Degree in Marketing from UWE Bristol UK, as well the UK Diploma in Regulated Financial Planning (CII). Steph is also a Pension Transfer Specialist.
Steph is a strong advocate for the training and development of the team, creating and overseeing our in-house Admin Academy & Associate Academy. Since joining our Perth office in April 2020 from the UK, she has been integral in helping with systems integrations and providing mentorship and coaching to our Australian teams.
What’s your best tip for anyone moving to Australia?
Try not to time it with a global pandemic – 12 hours is not enough time to pack down a house and get into a country before borders close!
What gives you the most satisfaction about your work?
Happy clients and happy colleagues.
What’s the best thing about living in Australia?
The beaches, the blue sky and the coffee! The cycle paths are pretty good too.
Why is financial planning so important?
To fully understand the power of your own finances for wealth generation and to make the most of the tax efficient strategies available through sound planning.
What’s your best financial tip for anyone moving from the UK to Australia?
Keep paying your UK net pension contributions of £2,880 for the first few years you are in Australia, to benefit from UK tax relief.
What do you miss about living in the UK?
A proper roast dinner in a proper pub, with great friends and family. Marks and Spencer’s too – supermarkets are just not the same in Australia!
More of our Perth team members
Get to know a few more members of our team.