Steve Moore is a Financial Advisor who is passionate about helping clients achieve their financial goals. He grew up in the Hunter Valley and graduated from The University of Newcastle with a Bachelor of Commerce majoring in Finance & Accounting. He has completed a Diploma of Financial Planning and is furthering his education with a Graduate Diploma in Financial Planning.
Steve works at Infinity Financial Advisors, a leading advice firm that provides investment strategy and financial advice to help their clients achieve the financial freedom they need to live the life they want.
Outside of work Steve enjoys snowboarding, surfing, camping & hiking.
How do you manage the work/life balance?
Early in my career I struggled with this. As is the case with many young professionals, I was eager to progress in my career as fast as possible and didn’t prioritise my work life balance.
Now, I have the same discipline with my calendar for work and life which forces me to make time for myself. This ranges from ju-jitsu and swimming, to coffee and drinks with friends, so by the time I get to the weekend I can have a self-care day without feeling guilty about it. I have learnt that I need to listen to my mind as well as my body to give myself the time I need to recharge.
Describe yourself in three words?
Passionate, Motivated, Genuine
Where do you see your industry heading?
The financial advice industry has already started to change rapidly and become more regulated. The impacts of Hayne’s royal commission has been felt industry wide. A large part of these measures is increasing the educational requirements for new and existing advisers. Personally, I believe this can only improve the level of advice that is given industry wide. I’m fortunate to have a bachelor’s degree so my additional study requirements are minimal. Despite this, I am completing a Graduate Diploma in Financial Planning to align myself with the rest of the industry
What is one thing you couldn’t live without?
My friends & family. They keep me grounded
What advice would you give to someone five years younger than you, in any industry, to help them achieve success?
There is always someone who knows more and has more experience than you. Listen to these people, take as much time as they will give you and don’t be afraid to ask them for help. You will progress so much faster.