Steve is a chartered accountant with more than 30 years’ experience as a professional practitioner and as a senior finance executive. He commenced public practice as an employee in the mid 1980’s developing and honing his technical accounting and tax skills before a period as a senior finance executive in some large corporate structures. During this period as an industry accountant, Steve obtained some very commercially focussed skills intended to offer practical solutions to clients.
Upon returning to public practice in 2000, Steve worked closely with high net worth individuals, small and medium sized business and superannuation clients in a friendly “family oriented” accounting and investment services business. This role entailed maintaining a client focus whilst also managing the financial and investment arm of that business. During this period, he further expanded his investment and financial services horizon dealing with investment markets, financial planning, superannuation and succession planning issues.
Since 2008, Steve has managed and operated his own public practice, expanding his practice with the acquisition of a practice based in Oakleigh. Steve has had a close working relationship and was the mentor of his business Partner Mark Caruso for over 15 years. This working relationship was formalised in 2016 with the merger of Mark Caruso’s clients to SC Accounting.
In addition to membership with the Institute of Chartered Accountants (ICAA), Steve has been a Registered Tax Agent for 30 years and has successfully completed an Advanced Diploma in Financial Planning and is a CA SMSF Specialist, a recognition and acknowledgement of his competency within the superannuation sector.