MenuStephen Weinstein CFP®
About Me
Stephen has been in the Financial Services Industry for the past twenty years, firstly as a Stockbroker and then as a Financial Planner. Stephen s qualifications are 1. Certified Financial Planner 2. Australian Securities Institute Diploma of Financial Markets 3. Advanced Certificate in Accounting 4. Certification is Self Managed Super Funds. Aged Care accreditation.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 26 Years -
Licensed By Dependable Financial Advice Pty Ltd
