Steven Amor

Associate Adviser at Hewison Private Wealth

Steven Amor is an experienced financial professional currently serving as an Associate Adviser and Client Services Team Leader at Hewison Private Wealth since June 2023. In this role, Steven leads a team of Client Service Managers to implement and rebalance bespoke investment portfolios for High Net Worth clients, ensuring workflow management and process compliance. Previously, Steven was the Advice Manager at Horizons Wealth, overseeing advice production and regulatory compliance. Other notable positions include Team Leader in Client Services and New Business at Garnaut Private Wealth and Advanced Product Specialist at Ticketmaster. Steven holds multiple qualifications from Kaplan Professional, including a Master of Financial Planning, and diplomas from The Chartered Institute for Securities & Investment, among other educational credentials.

Location

Melbourne, Australia

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Hewison Private Wealth

Hewison Private Wealth is one of Australia's leading, award-winning wealth management and financial advice firms. Established in 1985, we have gained over 38 years of experience and currently manage $2+ billion in funds under management. We take great pride in designing bespoke investment portfolios for clients that deliver on their dreams, goals, and objectives. We are completely independent, adopting a direct investment philosophy, and have always been a commission-free firm. This ensures the way we treat a client's financial future is aligned with what's in their best interest, every step of the way. All Hewison Private Client Advisers have the highest possible CFP designation, tertiary qualifications, and are professionally certified. This knowledge and expertise provides clients with great confidence and a high level of trust with the entire Hewison team.


Employees

51-200

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