About Teakle Financial Planning

After joining Teakle Financial Planning in 2019, Steve became a director in December 2022. 

Steve commenced his Financial Advising career at BT Financial Group in 2015 and has over ten years of experience as a practicing Financial Adviser and more than 20 years in financial services. 

Steve holds a Graduate Certificate from Charles Sturt University and a Graduate Diploma and Advanced Diploma of Financial Advice from Kaplan.

Steve is passionate about what he does and enjoys seeing the benefits quality financial advice makes on the lives of his clients. He prides himself on maintaining strong ongoing relationships with clients throughout their financial journey and helping navigate clients towards their goals through all of life’s ups and downs.

Steve specialises in providing holistic financial advice to clients with a diverse range of financial needs, specialising in pre-retirement and retirement planning, wealth creation and accumulation, superannuation, personal insurance advice and Centrelink. 

Steve has resided in the Adelaide Hills most of his life and enjoys travelling and spending time with his wife Robyn and two children, Connor and Hannah; and is a keen cricketer and West Coast Eagles supporter.

Shane established Teakle Financial Planning in 2003. 

Shane has over 20 years of experience in the accounting profession and has a wealth of knowledge and expertise in taxation, accounting, finance and business management.

Shane is a member of CPA Australia and has been a Certified Practising Accountant since 1995. Shane is also a Registered Tax Agent and a Fellow of The Tax Institute.

Shane's focus is on advising clients in all aspects of business management, taxation planning, farm management, Self-managed Superannuation Funds, business succession and family farm intergenerational succession.

Mark is a director of Teakle Financial Planning and has over 30 years of experience in the financial services industry.

Mark has many years of experience providing advice to a wide range of small businesses. Mark is a registered Tax Agent and an Associate of The Tax Institute.

Ann-Marie joined the Teakle Financial Planning team in April 2024, having previously worked as a financial planning assistant at Australian Investment and Insurance Group.

Ann-Marie has over 30 years of experience in administration and is equipped with a wealth of knowledge and expertise in administrative process management and client support.

Ann-Marie has a passion and strong focus on customer service. She prides herself on providing not just administrative services but adding a personal hands-on approach to dealing with clients and is a highly valued member of our team. 

Outside of work, Ann-Marie enjoys exercising, spending time with her husband and her two adult daughters and is an Adelaide Crows supporter.

Abbey joined the Teakle Financial Planning team in June 2025, having worked in financial advice firms in a client services officer and paraplanning role.

With a strong focus on building trusted relationships, Abbey supports our clients through every stage of their financial journey.

As a dedicated Client Services Officer with 3 years of experience, Abbey helps to ensure each client experience is seamless and personalised with a detail-oriented mindset and a passion for helping clients achieve their goals.

Abbey is currently studying toward becoming a Financial Adviser and is committed to expanding her knowledge and continuing her personal growth within the industry.

Outside of work Abbey enjoys playing netball in the local community, spending time with her family and camping with her partner.