Yellow Brick Road
Anne Steer is an experienced financial planner with extensive expertise in retirement planning, life insurance, and wealth protection. Currently serving as Principal and Financial Planner at Macarthur Wealth Group since April 2020 and at Yellow Brick Road since February 2016, Anne oversees a range of services including managed investments, Centrelink pension advice, margin lending, and self-managed superannuation funds. Prior to these roles, Anne worked at Westpac as a Senior Financial Planner for nearly 17 years, focusing on business insurance and direct equities. Anne's financial career began as a Financial Information Service Officer at Centrelink from 1983 to 1999. Educational credentials include a Diploma in Financial Advice from Deakin University and a BSc in Physiology & Biochemistry from Macquarie University.
Yellow Brick Road
Yellow Brick Road helps Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of services and a network of trusted local mortgage brokers and wealth managers all over Australia. Our local brokers and wealth managers are small business owners with a vested interest in their local community. They understand the hopes and dreams of the people who live in their patch and how to achieve them. But, no matter where we are based, we all believe that traditional banking and financial institutions need a good shakeup. So, we're here to provide meaningful financial services, from the purchase of your first home right up until retirement, and we'll never take you for granted.