Bree Stevens

General Manager

Bree Stevens

I was born and raised in Perth by my parents and have one brother. Growing up my mum was a stay-at-home mum, and my dad was a Quantity Surveyor who ran his own business. I watched my Dad grow his career and business to great success, and often remember him talking about business challenges and successes. His drive and work ethic are something I aspire to and something I have adopted in my life and often go to him for business advice.

After finishing school, I went to Curtin University and commenced a Bachelor of Commerce. At that stage, I was not sure what to major in, but was drawn to numbers and wanted to help people so choose Financial Planning as my major. Whilst studying I started working with Blueprint part-time in 2002 to get experience in the industry. I immediately loved this real-world experience and the ability to see how we as Financial Advisors have the ability to help people become financially confident and make a difference in people’s lives.

I continued on at Blueprint after graduating and over my career at Blueprint I have worked in various roles in the team from Reception to Paraplanner to Financial Advisor and is now the team’s General Manager. As the General Manager, I am responsible for overseeing the team’s compliance, operations, people management, culture, and finance. I am passionate about making Blueprint an employer of choice for the team and championing flexibility and women in the workplace. I am a member of the Leadership team and a shareholder in the business.

I believe my tenure and experience working in all roles in the business gives me unique insight into how the business runs, and an understanding of different stakeholders and client needs. I am proud of the team we have built and have helped to grow from 4 to over 40 employees during my time at Blueprint.

Personally, I am married with one son and a dog. As a family, we love being active and traveling together to build experiences we will look back on forever. I have a close circle of girlfriends who I love to spend time with, seek advice, and enjoy trying new places.