Stephen Young – DipFP
Principal & Financial Adviser
I started my financial services career in 1997, working in a variety of business development and management roles in Adelaide and Melbourne before commencing my own financial practice in 2009.
Steve is married to Karen and they have three teenage children. As well as following his children’s sporting and extra-curricular pursuits, Steve is an avid sports fan, enjoying many sports including soccer, cricket and AFL.
“When we get a spare moment, we love to spend time with family and friends, often over a leisurely lunch or dinner and usually involving a glass or two of great South Australian wine.
At Sky Private Wealth, the most enjoyable and satisfying part of what we do is helping our clients achieve their financial and lifestyle goals.”
Karen Young - B.Com
Business Manager
I started my career in the financial services industry in 1990 and have held a wide variety of administration, supervisory and product development roles with major fund managers.
Since the commencement of Sky Private Wealth, I have been responsible for the day to day running of the business – looking after our Compliance, Marketing and Finance, as well as managing our Administration team.
I am married to Steve and we have three gorgeous children – all busy teenagers with many sporting and extra-curricular pursuits.
I enjoy spending time relaxing with my family and friends and love gardening, reading, going to the gym and walking around our beautiful city. Family travel is also a highlight.
Kim Taylor
Client Services Officer
I provide quality support to both our Clients and our Advisers by assisting in the day to day management of clients’ needs.
I have three decades experience in Banking and Financial Services. Over that time, I have held roles of great diversity, all with a predominant focus on customer service.
Prior to commencing with Sky Private Wealth, I worked with a Credit Union, a Big 4 bank in a range of divisions, and within a financial planning practice.
I am married with two children and adore spending time with family and friends, in particular when travelling in our caravan.
Karen Scarman - Dip FS (FP)
Client Services Officer
My role at Sky Private Wealth is as a Client Services Officer. I work closely with the advisers in implementing their advice and processing transactions and other paperwork on behalf of our clients.
I am often the first person clients talk to when they ring the office and am more than happy to help with any enquiries.
My career in the Financial Services industry began in 1981 working in the banking sector, initially with the Reserve Bank and later with the Commonwealth Bank in Margin Lending. In this role I had a lot of contact with financial advisers and decided to make the move to financial planning in 2007.
In my spare time I enjoy camping, kayaking and fishing, and when I can, overseas travel.
Belinda Wise – DipFS (FP)
Paraplanner
I started in the financial planning industry in 1997 in an administration role and have worked in various locations in Wodonga, Darwin, Toowoomba and Adelaide. I have added in some banking industry experience for good measure and now perform the role of remote paraplanner for our team.
I am married with two children and now live in sunny Queensland. I enjoy travelling, creative arts and crafts and Haigh’s chocolates!
Verona Lindsay – DipFS (FP), B.Ed
Paraplanner
I started my career in the financial services industry in 2002 and have held a wide variety of roles from customer service and administration to advisory positions.
I enjoy being part of a client-centric team, assisting our clients in achieving their financial goals.
Outside of work I enjoy spending time with family and friends and love hiking, travelling, reading and a good glass of red.