Steph Smith

Steph Smith is a seasoned financial professional with extensive experience as a paraplanner, currently at Viridian Advisory since June 2019, and previously at BT Financial Group and Fornaro Financial Group. With a strong foundation in financial planning initiated at AMP Horizons, Steph has successfully developed technical knowledge and compliance standards through various roles, including an Associate Financial Adviser. Educational credentials include a Master's Degree in Applied Finance & Behavioural Economics, a Graduate Diploma in Psychology, and a Bachelor's Degree in Creative Industries, complemented by a Diploma of Financial Planning. Additional experiences range from voluntary roles in community engagement at The Smith Family to administrative and client-focused positions that enhance interpersonal and operational skills.