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Stephen Harisiou

Stephen Harisiou

Financial Planner

I actively work with clients to provide clarity and knowledge of their financial arrangement, so we can collectively make effective decisions to manage risk and create wealth. This enables me to be a reliable source of knowledge and support for my clients throughout their financial planning journey to achieve their goals.

Qualifications:

  • Bachelor of Finance, with a Financial Planning Major
  • Diploma Financial Services
  • Certified Financial Planner
  • Professional Memberships: Financial Planning Association

    Areas of Expertise: Personal & Business Insurance, Investments, Retirement Planning/Transition to Retirement, Self Managed Super Fund, Superannuation, Debt & Cash Flow Management, Estate Planning, Centrelink Entitlements.


    Stephen’s Experience:

    Stephen graduated from Marcellin College and then moved on to complete a Bachelors of Finance at La Trobe University. Before commencing his career in the financial services industry, Stephen had a vast range of working experiences and roles across many industries. Stephen commenced with PFG Financial Services in 2012, where he joined as a Client Services Administrator, and soon excelled into a Para-Planner role. Stephen was promoted Financial Planner in 2015 where he is honing the skills learnt across the business.


    On a Personal Note:

    Stephen enjoys overseas travel, and spending quality time with his family and friends. Stephen heads down the Great Ocean Road whenever he gets the chance.


     

    Accredited by AMP Financial Planning
    PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V6.1 & PFG Global Pty Ltd Financial Services & Credit Guide V 6.0 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.