Stephen Ballinger CFP®
About Me
At Ballingers, we empower our clients by showing that our deeds match our words. We make sure every pertinent piece of information is disclosed and readily available for you to access.
Every investment: stocks, managed funds, bonds, fixed interest, and bank deposits for both retail and wholesale investors. Our adviser can talk you through each investment one on one. You can always access your portfolio right here on our website.
We have a team you can trust. You’ll have a dedicated team to speak with who will work closely with you to help you achieve your goals.
Stephen is the person behind the Ballingers name and reputation. He established the business on 11 February 2000, after 14 years of experience in banking, actuarial firms, superannuation, tax, accounting and financial planning.
Our clients come to know and love Steve for his genuine, personal approach; for his knowledge; and for his successful investments over time. Steve’s focus on helping people achieve their individual financial goals for the future continues to be a recipe for long-term success.
Areas of Focus
- Estate planning
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 30 Years
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Licensed By Ballingers Fp Pty Ltd