Anne Steer

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.