Blizard Steve & Rowena is a well-established financial planning business led by Steve Blizard, an Authorised Investment Adviser with Roxburgh Securities and a Life Broker with Investwest Life Brokerage. With over three decades of experience in financial planning, Steve is a trusted member of the Association of Independently Owned Financial Professionals and the Self Managed Superannuation Fund (SMFS) Association. His expertise spans across various areas including superannuation administration, insurance advice, retirement planning, and investment strategies. Steve is also known for his involvement in community service, particularly in drug rehabilitation counseling and mentoring.
The team at Blizard Steve & Rowena is dedicated to providing comprehensive financial advice tailored to each client’s unique needs and goals. With a focus on personalized service and a commitment to ethical practices, the business offers a range of services such as superannuation advice, investment planning, insurance solutions, and salary packaging consultation. Steve’s background in tax advising and remuneration consulting further enhances the firm’s capabilities in helping clients navigate complex financial decisions and maximize their wealth accumulation for retirement.
Rowena Blizard, the Accounts Manager at the Woodbridge office, plays a crucial role in ensuring the smooth operation of the business. Supported by a team of professionals including client services personnel and an administration manager, Blizard Steve & Rowena maintains a strong presence in the financial planning industry. With a philosophy centered on integrity, expertise, and community engagement, the business continues to uphold its reputation for delivering trusted financial guidance and empowering clients to secure their financial futures.