Stephanie Yeung CFP®
About Me
As a Certified Financial Planner with over 18 years of experience, I help individuals and families make confident financial decisions across key areas like wealth accumulation, family protection, retirement planning, and aged care.
I help clients make sense of their finances at every stage — from growing their wealth and protecting their family, to preparing for retirement and navigating aged care or estate planning with confidence.
I believe good advice starts with understanding where you are and where you want to go. By setting clear goals and tailoring strategies to your unique situation, I help clients make informed decisions and avoid costly mistakes.
My approach is personal, practical, and centred around you and what matters to you — with ongoing support to help you move forward with clarity and confidence.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management

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Highest Level of Education Bachelor Degree
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Years of Experience 15 Years
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Licensed By Personal Financial Services Ltd
