Aged Care Steps is a market leader in aged care advice.
We provide advisers with the resources and tools needed to offer (or outsource) aged care advice.
We were awarded the IFA Excellence Award for Education and Training Provider of the Year award in 2022 and 2020, and were a finalist in 2021. In 2020 we also won the IFA Excellence Award - Company. In 2022 and 2021, we are also finalists in the Marketing Program of the Year award.
We have also partnered with the Financial Advice Association Australia to be the exclusive provider of the educational program for advisers to qualify for the FAAA Aged Care Specialist™ designation.
Our team.
Director
MTax, BEc, BA(AS), Dip FP, CFP®, SSA
Louise has 20 years’ experience in financial services and is well respected across the industry. She is the co-founder of Aged Care Steps. Her experience and background is in providing technical and strategy support on legislative matters to financial advisers, accountants and lawyers. This has involved a focus on the practical implications for clients and the creation of financial planning strategies.
Director
M App. Fin, B Comm, Dip FP, GDip App.Fin
Assyat has over 20 years’ experience in the financial services industry. She is co-founder of Aged Care Steps which is an independent business specialising in the provision of strategy support and tools to enable professionals including advisers to build and develop a profitable aged care advice service. Her career commenced as an investment specialist and developed into more strategic and executive management roles.
Advice Implementation Manager
AdvDipFP, BComm(Hons), BBus(Acc)
Lara has over 15 years’ experience in financial services industry with a background in education and technical strategy support. During this time, Lara has specialised in aged care advice to financial planners and other advice professionals. She has also provided training on the practical business applications of aged care legislation to staff in aged care facilities. This experience provides Lara with a unique understanding of the issues that aged care residents face.
Technical Strategy Manager
CFP®, BBus(FP), Dip FP, Accredited Aged Care Professional™
Jacqui brings practical experience in aged care advice to the role of Technical Strategy Manager, working in the financial services industry since 2001. Previously, Jacqui was a practicing Financial Planner specialising in aged care advice to families and residents in residential care services as well as the Advice and Compliance Manager for a financial planning practice.
Head of Aged Care Personal Advice
Dip Financial Services, Dip Management, Accredited Aged Care Professional™
Jennifer has been working in financial services since 2008, specialising in aged care financial planning for over 11 years. She brings expertise in providing personal advice to clients as well as broad experience and understanding of the aged care industry, including the legislation and the challenges families face when navigating the aged care system.
Technical Development Manager
BSc, Masters of Financial Planning, FPA Aged Care Specialist™
Danni has been in the financial services industry for 17 years. She has spent the last decade helping build and develop a specialist aged care advice division within a boutique financial planning practice. During this time, she developed extensive knowledge on the aged care system from consumer, adviser and provider perspectives. She was part of the inaugural LASA NextGen Ambassador program.
What we do.
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Making an informed decision about aged care is incredibly important. Making a wrong decision can have far-reaching consequences, not only for the client but also their family. And who is best placed to support clients and their families through this difficult time? Financial advisers. So we keep you informed.
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While support’s an obvious answer, numerous hurdles make it difficult for financial advisers to deliver aged care advice and capitalise on the opportunity presented by an ageing demographic. That’s where we step in – to help you be business ready or to provide an outsourced aged care advice option to help your clients.
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Aged Care Steps supports advisers (and other professionals) across every aspect of aged care advice, from marketing to technical knowledge to giving you tools and guidance on how to raise aged care as a topic with your clients even if it’s not been mentioned before.