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.
- 03 9375 5100
- 0403 648 335
- Moonee Ponds
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 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.