Steven Larman, Financial Planner at Bailiwick Financial Planning, sits on a wooden stool near a large leafy plant in his bright Newstead office.

Steven Larman

Financial Planner and Director

CFP®, BBus(Acc), DipFP

AR Number: 239112

What appeals to me about financial planning is that it's about the present and the future. And it's about relationships. Getting to know clients, understanding their lives beyond their financials."

One thing I hear often from clients is that they feel relaxed about money for the first time. They're actually enjoying it, rather than hoarding it. Which is how it should be. Money is a tool to do the things you want to do, see the places you want to see, and look after the people you love.

I have a sailing boat that I spend as much time on as I can with my family. I've also picked up wingfoiling recently, which has been a humbling experience. And I follow boxing, which is possibly the most frustrating sport to follow.

Up close and personal with Steve

Steven Larman Financial Planner is in a white shirt sitting at a desk with papers and a laptop, holding a pen, in a modern office setting.

QUALIFICATIONS AND CREDENTIALS

  • Certified Financial Planner®

  • Bachelor of Business (Accounting)

  • Advanced Diploma in Financial Planning

  • Member of Financial Advice Association Australia

Logo of CFP and the text 'The sign of good advice, Certified Financial Planner'.
Logo of Financial Advice Association Australia (FAAA) with stylised letters.