Steve has over 20 years experience in the financial services industry, previously working with Trust Company and ANZ. Steve services a wide client base across a variety of age groups, especially retirees and pre-retirees. His aim at Apt Wealth is to always put the client's best interests first and ensure they achieve lifestyle and financial success.
- Retirement Planning
- Self-Managed Super Funds
- Non-super Investments
- Direct Equities
- Debt Management
- Centrelink Advice
- Aged Care Advice
- Personal Insurance
- Estate Planning
- Wealth Creation
Advice is provided on a fee for service basis depending on the scope and complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.
Level 8, 360 Collins Street, Melbourne VIC 3000
Monday to Friday: 8.30am - 5.30pm.
Steven Toniazzo is a representative of Apt Wealth Partners Pty Ltd AFSL No. 436 121 ABN 49 159 583 847 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.