Steve Modric - See Wealth Sunshine Coast Financial Planning

Steve Modric

Director

Certified Financial Planner® (CFP®)

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

I entered the financial services industry in the year 2000 in a lending/mortgage capacity.

I soon commenced my studies and moved to financial planning with Suncorp Bank on the Sunshine Coast.

I spent this time learning to actively listen to my clients’ financial goals and objectives, and then using my personal and technical skills to help them navigate the complexities of finance to achieve economic security.

My philosophy of keeping it simple, where possible, losing the jargon, and explaining the complex in a manner that is easy to understand empowers my clients to enjoy financial freedom with confidence.

I am passionate about financial planning and genuinely love what I do.

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

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