About Our Team
Constellation is a non-aligned financial planning firm offering tailored advice to clients at all stages of life. This means we are free to compare and find the best solutions for you. Without influence from the big banks.
Our financial Planning process is simple. We put you first.
We start by taking the time to understand you and your goals. We then work with you to build a tailored plan to help you reach those goals that’s easy to understand.
Once your plan is in place, our Financial Planners will monitor and review your progress to ensure you get the outcomes you deserve.
Steven Clarke, AFP
Steven has more than 16-years of experience in financial services and over 7-years as a Financial Planner. During this time, he has assisted over 300 clients in all life stages achieve their financial goals.
Steve has completed a Master of Business, Advanced Diploma of Financial Planning, and is enrolled in the Graduate Diploma of Financial Planning.
This experience and education gives Steve an excellent understanding of the various issues and areas that can be challenging for clients.
Call or email to arrange a time to sit down and discuss your circumstances with Steven.
Prior to joining Constellation in 2015, Garrett worked as a Tax professional for 3-years. Garrett has completed a Bachelor of Applied Finance, a Diploma of Financial Planning and is currently enrolled in a Graduate Diploma of Financial Planning.
Garrett is a Financial Planner, working primarily with young adults to help them achieve their financial goals and leading our para-planning process.
Administration / Client services
Katie has over 14 years financial services experience working within Westpac Private Bank, including home loan manager and associate private banker roles. Her attention to detail and customer focus has made her a valuation addition to the team, joining Constellation in May 2019.
Jennifer works closely with Steven and Garrett to prepare the advice documents for our clients. Jennifer has undertaken studies in financial planning and holds a Masters in Commerce (Financial Planning) through the University of Western Sydney. With over 20-years experience in the financial planning industry, including working with Iress Market Technology as a Senior Account Manager, Jennifer offers the business a broad range of knowledge and expertise from all facets of the industry.
Contact Us Today and we can help you get on track
The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.
Constellation Financial Planning Advisers are representatives of Libertas Financial Planning ABN 27 160 419 134 AFSL 429 718. Constellation is a Corporate Authorised Representative (CAR 1260791) of Libertas Financial Planning.
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