Committed to Your Financial Success

25 years of industry experience led to the establishment of Bayshore Advisory in November 2023.
Bayshore Advisory is built over 10 years of client relationships across multiple licensees. Bayshore
Advisory is focused on providing high quality solutions in investment, superannuation, retirement
income streams and personal insurances.

Building Lasting Relationships

At Bayshore Advisory we build relationships based on trust, transparency and delivering agreed outcomes. Our approach involves breaking down complex issues into straightforward actionable steps while always acting in our client’s best interests.

Our mantra is less client numbers to afford a more personalised service model.

Independent and Transparent

At Bayshore Advisory, you are supported by a team including Paraplanners and Administrative Assistants. To ensure the highest level of security and transparency, we manage all client holdings through third party platforms. This allows our clients to always have full visibility of their investments.

Our Team

Matt Steptoe

Matthew has enjoyed a 25-year career including tenures at Westpac Private, Citigroup, Shaw and Partners and Wilsons Stockbroking and Advisory. This breadth of experience allows us to provide solutions tailored to our client’s needs.

Dale Morgan

Dale has over thirty years’ experience as a Financial Planner. He has provided advice to clients specialising in superannuation, investments, debt reduction, insurances and estate planning throughout his career. He is passionate about the client/adviser relationship and delivering value driven advice.

Dale has worked at Westpac Bank, Viridian Advisory and Financial Wisdom.

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