About Me

Stephen holds the Certified Financial Planner (CFP) and Dip.FP qualifications and has been involved in the Financial Planning Industry since 1987 and has held a proper authority with house-hold institutions such as the NRMA and St George Bank and Professional Investment Services since 1995. Stephen's has a strong belief that financial planning advice should be based on the ability to be objective in the assessment of what advice is appropriate to each individual client, without the influence / restriction of parent companies such as banks, insurance companies or even overseas owners.