Stephen has had in excess of 15 years’ experience in the financial services industry. This includes 12 years as a financial planner, advising clients in areas encompassing investment advice, retirement planning, self-managed superannuation strategies, risk management strategies for small business and personal clients, and estate planning.
Stephen’s diverse background and knowledge coupled with common sense planning techniques communicated in easy to understand language enables him to help his clients achieve their financial goals through comprehensive, individualised financial planning.
Stephen has a passion for the industry and for ensuring people receive sound, quality financial advice appropriate to their circumstances and relevant to their long term needs and desires.
Stephen enjoys travelling, spending time with family and friends, sports and is regularly seen on weekends at a local restaurant in Henley Beach helping his partner run her business.