02 Apr Steve Baker
National Certificate in Financial Services, Financial Planning Certificate (UK)
Steve is an Authorised Financial Adviser who brings a huge amount of investment and UK pensions transfer experience to his role at Saturn Portfolio.
With a strong belief that it’s worth taking the time to find the right investment, Steve takes great pride in helping clients achieve their financial goals.
Steve has 13 years’ experience as a Financial Adviser and has been with Saturn Portfolio since 2014. He also has an additional 14 years’ experience working for UK pension and investment organisations. With such an extensive track record in financial services, Steve draws on the relationships and knowledge he has built up over the years, for the benefit of his clients. This leads to building trusted relationships with his clients, something Steve believes is one of the best aspects of his job.
Steve is a member of Financial Advice New Zealand. He is also an Associate member of the CFA Society of New Zealand.
A disclosure statement for Steve is available on request and free of charge.