Steven is a senior adviser, owner and 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 a Graduate Diploma of Financial Planning. He 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 Secure Advice Pty Ltd AFSL 532976.
Cameron is a qualified financial adviser at YV Financial Services, with an Advanced Diploma of Financial Services (Financial Planning).
Cam joined YV Financial Services at the beginning of 2022, after 17 years running his own financial planning business. His grey hair is a testament to his longevity and experience in the industry.
Outside of financial planning, Cam currently serves on the Board of the Mountain Cattlemen’s Association of Victoria (MCAV). He’s also working hard in the gym, spa, sauna and on various walking tracks around the State to try to prevent the middle age spread.
Cameron is an Authorised Representative (no. 242745) of Secure Advice Pty Ltd AFSL 532976.
Damien is a qualified financial adviser at YV Financial Services, with a Diploma of Financial Services (Financial Planning) an Advanced Diploma of Financial Services and a Graduate Diploma of Financial Planning.
Damien is dedicated to staying physically active and prioritises a healthy, balanced lifestyle. In his free time, he enjoys playing tennis and swimming, activities that help provide relaxation and mental clarity. Beyond his physical pursuits, Damien is also passionate about nurturing relationships within his personal and professional circles, valuing meaningful connections with those around him.
Having previously 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 Secure Advice Pty Ltd AFSL 532976.
Enoch is a qualified financial adviser at YV Financial Services, with a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services and a Diploma of Financial Services (Financial Planning).
Enoch is experienced in assisting our clients prepare, transition and enjoy their retirement. He likes to use his analytical skills to understand our clients’ needs and to find strategies to put their best foot forward towards achieving their financial goals.
According to ChatGPT, Enoch likes skydiving, collecting exotic animals and long walks by the beach. In reality, his young family keeps him plenty busy, however, he does get to enjoy running to keep active and hopes to one day finish a marathon.
Enoch is an Authorised Representative (no. 1270864) of Secure Advice Pty Ltd AFSL 532976.
Luke is a qualified financial adviser at YV Financial Services and has completed a Post Graduate Diploma in Financial Planning as his highest qualification.
Luke has a diverse background having been a qualified secondary teacher working as head of department along with other roles within the education space for eight years before retraining as a financial adviser. Luke has also worked in farming, landscape gardening, and youth work prior to becoming a teacher.
Luke enjoys the outdoors and regularly uses his breaks to take his family away camping, hiking, fishing, and exploring our beautiful countryside. He regularly shows pictures around the office of the large trout and Murray Cod he has been catching with his children, so along with financial advice he just might give you a few fishing tips to help you a catch a big one!
Luke is an Authorised Representative (no. 1299346) of Secure Advice Pty Ltd AFSL 532976.
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.
Anita is the Accounts Manager at YV Financial Services.
Outside of work, Anita is a big fan of board games, enjoying the strategy, fun, and social interaction they bring. Whether playing competitively or just to relax, she appreciates how board games challenge the mind while bringing people together.
Teresa is part of the administration team at YV Financial Services.
Teresa joined the team in 2022.
Wea is part of the administration team.
She has been in administrative roles since 2019 and started her role with YV Financial Services in 2024.
Outside of her professional life, Wea is an avid anime enthusiast, enjoys the thrill of badminton and bowling, and likes to try her hand at various other activities. Whenever she gets the chance, she loves immersing herself in different cultures through traveling.
Sam is a paraplanner and offshore team leader at YV Financial Services.
Sam is a dynamic and talented individual who finds fulfillment in both physical activity and community service. A passionate basketball enthusiast, he thrives on the excitement of the game, whether he's playing on the court or cheering for his favorite NBA team. His adventurous spirit extends to mountain biking, where he explores the great outdoors, reveling in the beauty of God’s creation and the sense of freedom and exhilaration it provides.
Beyond his active pursuits, Sam is a dedicated member of God’s praise and worship ministry, serving as a skilled sound engineer. With a keen ear for detail and a steadfast commitment to excellence, he plays a crucial role in fostering an immersive and uplifting atmosphere during worship services and community gatherings. By blending his technical expertise with a servant’s heart, Sam ensures that God’s word is heard clearly and powerfully in every fellowship and service.
In addition to his technical ministry, Sam teaches financial literacy to teens and young adults in programs sponsored by the church. Through this work, he empowers others with essential knowledge on managing God’s financial resources wisely, helping them become responsible stewards of their blessings.
Sam’s dedication to serving others and his community reflects his vibrant spirit and unwavering commitment to making a positive and lasting impact in the lives of those around him.
Sam joined the YV Financial Services team in 2020.
Yen is a paraplanner at YV Financial Services.
She has been working in the financial planning industry since 2014, taking on roles like paraplanning, compliance officer, and trainer.
Yen is also a mum of four school-aged kids, so life is pretty busy for her!
She loves spending time in nature and hitting the beach with her family. When she is not working, you'll find Yen cooking, baking, or just chilling out with some Netflix.
Yen joined the YV Financial Services team in 2021.
Heart is a paraplanner at YV Financial Services and joined the YV Financial Services team in 2002.
Heart is a passionate traveler who loves discovering new destinations and experiencing different cultures. Whether exploring scenic landscapes or delving into the local history, she finds excitement in every trip. Along with her love for travel, Heart is a movie enthusiast who enjoys everything from deep documentaries to the latest cinematic hits. A self-proclaimed café lover, she enjoys discovering hidden gems in the form of unique cafes and cozy spots where she can sip on a freshly brewed cup of coffee while diving into a good book or catching up with friends.
Family plays a central role in Heart's life, and she cherishes every moment spent with loved ones. Whether it's a casual dinner at home or a weekend getaway, creating lasting memories with family and loved ones is a priority. With an insatiable curiosity and a heart for both adventure and connection, Heart brings warmth and enthusiasm to everything she does, whether exploring new destinations, enjoying a great film, or simply spending quality time with those she cares about.
Edward is a paraplanner at YV Financial Services.
He has a strong passion for reading, particularly books on economics and geopolitics. Edward finds works like Confessions of an Economic Hitman and those by Michael Hudson especially insightful, as they help him better understand the global dynamics that shape our world.
Outside of reading, he enjoys immersing himself in music, especially punk rock, with bands like the Sex Pistols offering the perfect soundtrack to his day. Edward also finds swimming to be a great way to stay active and clear his mind. In the evenings, he likes keeping up with the news to stay informed about current events.
In addition to his intellectual pursuits, Edward appreciates life's simpler pleasures—such as spending time with cats, taking long walks to reflect on life, and enjoying a pint or two at the pub with his friends. These activities help him maintain a healthy balance between work and personal well-being.
Edward joined the YV Financial Services team in 2024.
