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Tailored Portfolios and Wealth Strategies to Achieve Client Objectives
Steve has more than 20 years’ experience in the financial services sector. Working in senior roles with some of the largest asset managers in the world, Steve’s experience is across all investment markets globally and many aspects of financial advice.
Steve specialises in implementing active portfolios with both listed and unlisted investment solutions. Using individually, tailored, multi asset class portfolios to ensure clients wealth strategies are well aligned to their strategic objectives.
Authorisations
Steven Bird can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Derivatives
- Managed Investment Schemes
- Securities
- Superannuation