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 our own financial practice in 2009.
Steve is married to Karen and they have three children – all now young adults. 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 children – all now young adults.
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 adult children and adore spending time with family and friends, in particular when travelling in our caravan.
Renee Modra - DipFP
Client Services Officer
Beginning in 2017, my financial services career has centred on providing administrative support to clients in financial planning and life insurance. I have had extensive experience at both a small business and corporate level and am delighted to be a part of the team at Sky Private Wealth.
My goal is to make your financial journey as smooth and transparent as possible. After a wonderful time on maternity leave, I have returned to the workforce with a renewed commitment and a strengthened appreciation for the importance of secure financial planning. When I’m not working, I’m enjoying precious moments with my family.
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.