Meet the See Wealth Team

The See Wealth team have been providing financial advice and service since the year 2000. We are committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advice.

Glasshouse Mountains Sunset Sunshine Coast
  • Steve Modric - See Wealth Sunshine Coast Financial Planning

    Steve Modric

    Director

    With more than two decades in financial planning, Steve Modric helps clients build confidence through clear strategies and a calm, long term approach.

    Areas of Expertise

    • Holistic Financial Advice

    • Business Protection Advice

    • Aged Care Advice

    Education and Professional Certifications

    • Certified Financial Planner® (CFP®)

    • Graduate Diploma of Financial Planning

    • Diploma of Financial Services

    • Advanced Diploma of Financial Services

    • Aged Care Accredited

    Read More
  • Debbie Fing - See Wealth Sunshine Coast Financial Planning

    Debbie Fing

    Senior Financial Adviser

    Debbie Fing is a Sunshine Coast financial planner specialising in practical financial advice, helping individuals & families move toward their financial goals.

    Areas of Expertise

    • Wealth accumulation

    • Estate planning

    • Wealth protection

    • Debt management

    • Retirement income

    • Superannuation

    • Aged Care Advice

    • Tax management

    Read More

Pop Up in Here