Steph's qualifications
At work
Steph joined bdhSterling in 2014, bringing with her a wealth of financial services experience gained from working at a boutique SIPP provider. Steph has since established herself as a key asset to our firm. She worked in our UK office for six years before transitioning to our Perth office in 2020, where she is currently based.
Throughout her journey at bdhSterling, Steph has held several senior positions, most recently being instrumental in creating our Pension Transfer team, before she transitioned into an advisory role. As a Pension Transfer Specialist, she specialises in offering comprehensive UK pension advice to clients residing in Australia. Leveraging her extensive experience and advanced technical knowledge, Steph is adept at formulating tailored strategies and delivering optimal solutions for our clients.
Steph is also a valuable member of our business-to-business team, working with our professional network to provide pension transfer work for their clients.
Steph’s trajectory at bdhSterling reflects her dedication to providing first-class financial planning and since relocating to Perth she has assumed a key role in mentoring and coaching our Australian teams.