|Name||Steven Morris, CFP®|
|Address||Suite 2 Ground Floor
2072 Logan Road
Upper Mount Gravatt, QLD 4122
|Phone||07 3421 3930|
Steve has worked in conjunction with AMP Financial Planning since joining the industry in 1995. His personal and Practice values are Trust, Respect, Value and Excellence. These values pervade all that they do in their Practice, especially in those that they employ as part of their team.
The team consists of 2 planners, Steve who is a CFP Practitioner and Amy who joined our team late 2009 as our Client Services Officer, then started early 2013 as our second planner. They have 2 support staff that ably support their planners, one of whom is Steve's wife Dianna who is the Practice Coordinator and a Client Services Officer who replaced Amy when she moved into the financial planner role.
In addition to our directly employed staff, they work closely with fellow financial services professionals in our office suite at Upper Mt Gravatt who attend to our client's Home Loan and General Insurance needs.
If you like dealing with friendly, professional people that strive to help clients achieve their financial goals whilst keeping the client's family and / or business secure by ensuring they have adequate insurances in place, then they would love to meet you over a cuppa at their cost to see if they could be of service to you.