Les is a senior adviser, co-director and founder of YV Financial Services.
He is an award winning financial adviser who began his career in the financial industry in 1975.
He has a Diploma in Life Insurance, a Diploma of Financial Services (distribution) and an Advanced Diploma of Financial Planning.
Les is an easygoing, down to earth financial adviser, who thoroughly enjoys his work and will meet with anyone to discuss their particular financial needs. Les’ service is second to none. Outstanding service has always been of upmost importance to him and he is passionate about ensuring that his clients are well cared for. Knowing Les has over 35 years in the financial services industry gives you peace of mind, as you know that he has the experience and knowledge to advise you accurately through all of life’s different stages.
Les is an Authorised Representative (no. 295497) of Sentry Advice Pty Ltd AFSL 227748.
Steven is a senior adviser and co-director of YV Financial Services.
He is an award winning, qualified financial adviser and has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning and has also completed an additional SMSF course.
Steven was named the 'Rising Star Adviser of the Year' as part of Sentry Group's Excellence Awards 2016.
Steven is a friendly and approachable, highly motivated financial adviser who provides relevant, quality financial advice for the everyday Australian. As a husband, and father of four, Steven genuinely understands the importance of obtaining financial security and receiving sound guidance for you and your family through all stages of life and ensuring that you will be well taken care of should anything unforeseen occur. He will be the guiding hand for you in those times. He therefore adopts a personalised, holistic approach to personal finance, encompassing superannuation and retirement strategies, insurance, investments, tax (financial) advice and estate planning, to ensure that all areas of your financial position are taken care of.
Steven is an Authorised Representative (no. 424920) of Sentry Advice Pty Ltd AFSL 227748.
is an associate financial adviser at YV Financial Services.
He is a qualified financial adviser with a Diploma of Financial
Services (Financial Planning) and an Advanced Diploma of Financial Services.
Having worked in the NGO sector for the best part of a decade, he has a strong commitment to investing for the future whilst on a budget. Discerning your situation with genuine concern, Damien will tailor advice to your unique circumstances to place you in a stronger financial position.
Damien is an Authorised Representative (no. 1255564) of Sentry Advice Pty Ltd AFSL 227748.
Beth is the Office Manager at YV Financial Services.
She commenced this role in 2012, after gaining many years of experience in this area at previous employment.
Beth has a wealth of knowledge and is well equipped to attend to your needs.
Beth has a friendly personality and is looking forward to answering your call.
Ellyne is the Administration Officer at YV Financial Services.
She commenced this role in 2017, and has quickly become a valuable member of the team, assisting with a variety of administration tasks.
Ellyne has a great eye for details, which ensures all tasks are completed to a superior standard.
"Incredible service, ridiculously friendly and radically professional! Love their service and commitment to their clients! Check them out!"