Steph's qualifications
At work
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.