Steve Morris

DIRECTOR / FINANCIAL PLANNER

Certified Financial Planner – FPA Australia
Diploma of Financial Planning – Deakin University
Member of Financial Planning Association

Steve started his financial planning career in 1995. This being his third career, he got the opportunity to work closely with clients and help them build their future financial security. This was new for him and became a very important aspect of his new occupation.

Family is also a passion for Steve and his new career allowed him to participate much more closely in the raising of his second son Thomas, born in 2000 with the flexibility self-employment offered to better satisfy family and work goals.

Steve completed his Diploma of Financial Planning studies in early 2000 and became a Certified Financial Planner in 2001. He is passionate about how a planner plays such a unique role in a client’s life that has a profoundly positive impact when achieving financial goals near and dear to the client’s heart.

He enjoys the fact that we have worked for over 20 years with many of our clients which is a sign of the value hold in an on-going planner relationship.

In fact, he and Amy are now working with a number of the children of those clients helping them secure their financial future. He feels that is ‘golden’ and a measure of a true vocation!

 

Amy Nightingale

DIRECTOR / FINANCIAL PLANNER

Graduate Certificate in Financial Planning – Kaplan Professional
Diploma of Financial Services (Financial Planning) – Kaplan Professional
Member of Association of Financial Advisers

Amy starting working at Bedrock Advice in 2009 as the Client Services Officer. Not long after starting in that role, Amy realised that she had a passion for Financial Planning and commenced her Diploma of Financial Services (Financial Planning) through Kaplan Professional, which she completed in 2012.

Amy then moved into the role of a Financial Planner and in 2014 she was awarded the AMP Financial Planning New Adviser of the Year Award for the Queensland South region. In April 2016, Amy completed her Graduate Certificate in Financial Planning, on her path to completing her Masters of Financial Planning.

Amy understands that each client is different and has unique goals for their future. Although she may be the specialist when it comes to financial strategies, they are the specialist on who they are and what they want to achieve going forward. Amy loves working with people to make their future dreams and goals become a reality.

 

Mel Panetta

CLIENT SERVICES OFFICER

Mel began working for Bedrock Advice as the Client Services Officer in 2013 after moving to Brisbane. Prior to joining the team, Mel worked for another Financial Planning Practice for 3 years in her hometown of Mareeba and therefore brings a wealth of knowledge to the role.

Mel has a passion for helping people and believes in providing our clients with excellent customer service. She is highly organised and has a great eye for detail which are key attributes when implementing client’s financial strategies promptly and with accuracy.