About Me

Stephen has completed a Bachelor of Business majoring in Accounting. He has also completed the Post-Graduate Diploma in Financial Planning with the Securities Institute of Australia. Stephen has over 20 years of experience in the Financial Services industry. He has broad experience in credit, accounting, taxation and financial planning. Stephen has an extensive background working in the Financial Planning Industry and has excellent technical acumen, the ability to provide highly technical and tailored financial advice to a range of clients, majoring in High Net Worth. Stephen builds exceptional client and referral relationships. Stephen is highly regarded and credible; he is a regular contributor to the Australian Journal of Financial Planning submitting case studies illustrating the value of financial advice to meet clients' objectives and he is sought for comment.