Specialisation
In their own words
Approaching a financial adviser can seem daunting at first; however Stephen ensures his clients have a positive experience. By exploring his client’s current situation and assisting them in discovering what is really important to them, he will help to articulate short, medium and long term goals that become the foundation of his advice.
Stephen strives to uphold the highest standards of compliance and ethics, and is a member of the Financial Advice Association of Australia (FAAA), in addition to being a Certified Financial Planner®, with specialist accreditation in Self-Managed Superannuation Funds, business insurance strategies and retirement income streams.
In taking a genuine interest in being alongside clients financial development throughout their life stages, is a attribute that I find rewarding.
Qualifications and Memberships
- Certified Financial Planner®
- SMSF Specialist Advisor (SSA®)
- Diploma in Financial Planning
- Member of the Financial Advice Association Australia
Service areas
PerthSpecialisation
Talk to Stephen about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Perth
Team
Robbie Guthrie
Mortgage and Finance Advisor
Adele Denham
Mortgage and Finance Advisor
Cameron Paul
Executive Advisor
Calum Laing
Executive Advisor
Clint McNally
Executive Advisor
David Pitt
Executive Financial Advisor
David Truong
Financial Advisor
Jeremy Hood
Financial Advisor
Matthew Devereux
Senior Financial Planner
Michael Huynh
Senior Financial Advisor
Michael Saunders
Senior Financial Planner
Murteza Behrami
Financial Advisor
Ryan Scherini
Executive Advisor
Shaun Au
Senior Financial Advisor
Stephen Haug
Financial Advisor
