About Our Team
Constellation Financial Planning is a non-aligned financial planning firm located in the heart of the Hills District, Norwest Business Park. We provide tailored, expert advice for tax effective wealth creation and quality insurance solutions for wealth protection.
We prefer to work closely with individuals and families where both parties believe we can provide significant value and form a long lasting relationship. This way, we can ensure the clients we do work with receive the highest quality advice and service.
Steven Clarke, AFP
Steve has over 17 years of experience in financial services and founded Constellation Financial Planning in 2013 after seeing his parents begin transitioning to retirement and struggling to navigate the complex superannuation environment. Since then, Steve has assisted hundreds of clients in all life stages to achieve their financial goals.
Steve holds a Master of Business, Advanced Diploma of Financial Planning, and is enrolled in a Graduate Diploma of Financial Planning.
Steve’s depth of experience and education enables him to expertly assess a client’s situation to develop a holistic and realistic strategy to achieve a client’s goals in the most efficient way possible.
Prior to joining Constellation in 2015, Garrett worked with individuals and small to medium businesses as a tax professional for 3-years and is experienced in providing advice across wealth management, superannuation, and personal insurance. Garrett currently leads our research and due diligence process.
Garrett holds a Bachelor of Applied Finance, Diploma of Financial Planning and is currently enrolled in a Graduate Diploma of Financial Planning. This education enables Garrett to contribute unique insights to our investment management and portfolio construction processes.
Garrett is an authorised representative (No. 1270547) of Libertas Financial Planning (AFSL 429718) and is registered with the Tax practitioners Board (TPB) as a registered tax (financial) adviser (No. 2595033).
Client Services Officer
Nicole has 30 years’ experience in financial services and during that time has worked for over 15 years as a Certified Financial Planner and has run her own successful paraplanning business.
Nicole has completed a Masters in Business Administration (MBA) and the Diploma of Financial Planning (Dip.FP). Held registration with the Taxation Practitioners Board (TPB) and is a Justice of the Peace.
Her experience and education enable Nicole to provide our clients with a high level of service and a thorough understanding of financial processes, markets and investment strategies.