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Our team

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Alex Steer

Director, Financial Advisor, (Grad. Dip. FP)

Alex has over 13 years' experience in the Financial Services industry. He's gained exposure to Financial Planning through his time working for companies such as JP Morgan & Chase (New York, Los Angeles), AMP (Sydney, Brisbane) and Yellow Brick Road before setting up his own practice.

 

His global experience is unique to the industry and allows him to develop strategies from a different perspective.  He is passionate about helping his clients realise their goals and building them a road map to reach their destination.

Education & Qualifications:

• Graduate Diploma of Financial Planning 
• Margin Lending and Geared Investments
• SMSF Specialist Course

• FASEA Certified

• Masters in Financial Planning (will graduate in 2023)

Dayna Burlee

Practice Manager

Dayna has over 5 years' experience in Financial Services and over 10 years experience in Management. She was born and raised in New York, where she gained her experience in banking and lending. She has worked for companies such as BT Financial here in Brisbane QLD.  Dayna has a high attention to detail and will go out of her way to ensure her clients receive the most value out of their experience.

Education & QUALIFICATIONS:

  • Diploma of Financial Services (Financial Planning-RG146)

  • Bachelor of Science- Elmira College, New York

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Our Mission

At Steer Wealth, our mission is to bring high quality advice to clients from all avenues of life.  We believe our approach towards building relationships with our clients sets us apart. We aim to get to know our clients from the first meeting in order to establish a foundation of trust and partner with our clients to outline their current needs and establish their life goals.

We work in unison with our clients to tailor their needs and help them back on track when life gets challenging.

 

Our global experience enables us to consider outcomes of investments that other advisers may lack.  Our experience in a multitude of financial service areas combined with an open product menu, allows us to service our clients in a variety of ways.

Steer Wealth Management is equipped to provide services in the following areas:​​

  • Financial Planning

  • Retirement Planning

  • Investment Advice

  • Managed Funds

  • Direct Investments

  • Superannuation

  • Contribution Strategies

  • Account Based Pensions

  • Transition to Retirement Strategies (TTR)

  • Pre-Retirement Strategies

Our Advice Philosophy:

At Steer Wealth Management we offer holistic advice and approach each client scenario from multiple angles.  The result is a tax effective, tailored solution that ties directly in with what our clients aim to achieve.

Our Investment Philosophy:

  • We conduct thorough research and select a number of specialist partners, each bringing their own level of expertise to the team.

  • Our recommended investment solutions are not ‘set and forget’. Things change, and so will the view on where the best investment opportunities are. The professionals we recommend have teams of analysts that are continuously monitoring every aspect of your portfolio and will make dynamic adjustments to your investments that are in your best interest.

  • By partnering with an extended team of experts we are able to utilise innovative solutions, world- class technology, global investment management expertise all backed with independent research capabilities.

Our Investment Philosophy allows us to provide a diversified investment solution using a culmination of investment styles from only the best in breed fund managers. 

 

Contact us so we can work with you to build a road map towards your destination.

  • Self-Managed Super Funds (SMSF)

  • Tax Effective Investments

  • Life & TPD & Trauma Insurances

  • Income Protection

  • Annuities

  • Funeral Bonds

  • Investment Bonds

  • Centrelink matters

  • Budgets and cashflow

OUR PROCESS

Steer Wealth Advice Process Diagram 2_Pa
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