The YV Financial Services Team

Steven King

Steven is the 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 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.

Damien Phua

Damien is a qualified financial adviser at YV Financial Services, 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.

Dale Evenden

Dale is a qualified financial adviser at YV Financial Services, with a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services.

Dale is an Authorised Representative (no. 1270863) of Sentry Advice Pty Ltd AFSL 227748.

Enoch Chan

Enoch is a qualified financial adviser at YV Financial Services, with a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services.

Enoch is an Authorised Representative (no. 1270864) of Sentry Advice Pty Ltd AFSL 227748.

Hazel Amper

Hazel is a paraplanner at YV Financial Services.

Hazel joined the team in 2020.

Samuel Saquin

Sam is a paraplanner at YV Financial Services.

Sam joined the team in 2020.

Beth Richardson-Skillern

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 Bullas

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 King

Administration - Started in 2021

"Incredible service, ridiculously friendly and radically professional! Love their service and commitment to their clients! Check them out!"
Matthew