- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Bachelor of Finance
My passion is to build long term relationships with clients, creating a plan that enables them to achieve their goals and objectives while at the same time simplifying the complexities of legislation along the way.
Stephen has worked in the financial planning industry for over 15 years. Starting his career as a Client Service Officer, he quickly moved into Paraplanning and then Planning Services Management. Stephen has over 10 years’ experience working as a Financial Planner, including the past 7 years as a Senior Financial Planner with StatePlus. With excellent technical knowledge, Stephen is a proactive planner who enjoys working with clients to identify their financial needs, goals and objectives to map a pathway towards financial security. Stephen is committed to building long-term relationships with his clients, and he enjoys seeing them achieve their goals and lifestyle objectives. Stephen is married with two young daughters and he loves spending time with his family. Originally from Melbourne, Stephen has lived in Newcastle since 2008, however he remains a passionate Melbourne Victory and Hawthorn supporter.