The team

Steve AldusMr Steve Aldus

Senior Financial Planner

Experience

Steve is an Financial Planner, Superannuation Planning and Risk Management specialist who has been providing advice on these matters for over 20 years.

Qualifications

Steve is a qualified Financial Planner, holding the Diploma of Financial Planning and am a member of the Financial Planning Association of Australia. Furthermore, he is a Certified Financial Planner.

Additional Information

Many of Steve’s clients have been with him for more than 20 years.

Role

My role is to ensure our clients get the best advice to enable them to define and achieve their financial goals and to enhance their lifestyle now and into the future. We take the complexity out of financial planning and cut through the confusion by helping them make informed decisions about their money and their future.

Our services include:

  • Financial goal setting and lifestyle planning;
  • Strategies to accumulate wealth;
  • Reviewing existing investments;
  • Protecting wealth and lifestyle through personal insurance;
  • Investment profiling and asset allocation advice;
  • Cash flow analysis and budgeting advice;
  • Maximising Centrelink benefits;
  • Ensuring superannuation will be adequate to meet your retirement needs; and
  • Advice to maximise retirement lifestyle;

 

Address Suite 45 328 Albany Hwy Victoria Park WA 6100
Phone 08 9472 0089
Mobile 0417 968 792
Email steve@aldusfinancial.com.au
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Cameron AldusCameron Aldus

Financial Planner

Experience

Cameron joined Aldus Financial Services in 2008 to help expand the family business. Prior to joining the company, Cameron had been working at the Commonwealth Bank Group in the Financial Planning and Banking industry since 2005.

Qualifications

Cameron holds a Diploma of Financial Services (Financial Planning) from Kaplan Education and a Diploma of Business (Banking and Finance) from Central TAFE. Cameron is also improving his knowledge by currently completing a Bachelor of Commerce (Financial Planning).

Awards

In the 2013/2014 financial year Cameron was a nominee for the Financial Services Partners Rising Star.

Role

My role is to ensure our clients get the best advice to enable them to define and achieve their financial goals and to enhance their lifestyle now and into the future. We take the complexity out of financial planning and cut through the confusion by helping them make informed decisions about their money and their future.

Our services include:

  • Financial goal setting and lifestyle planning;
  • Strategies to accumulate wealth;
  • Reviewing existing investments;
  • Protecting wealth and lifestyle through personal insurance;
  • Investment profiling and asset allocation advice;
  • Cash flow analysis and budgeting advice;
  • Maximising Centrelink benefits;
  • Ensuring superannuation will be adequate to meet your retirement needs; and
  • Advice to maximise retirement lifestyle;

 

Address Suite 45 328 Albany Hwy Victoria Park WA 6100
Phone 08 9472 0089
Mobile 0409 439 542
Email cameron@aldusfinancial.com.au
Financial Services Guide Download
Adviser Profile Download