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Joshua Stega

 Joshua Stega

Share profile:
1 Macquarie Place Level 36
Sydney
NSW
2000
AU

Overview CONTACT THE ADVISER

Joshua Stega Joshua Stega

total Reviews

13

Experience

11yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

MYAFS PTY LTD
MYAFS PTY LTD

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

myAFS Pty Ltd
myAFS Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 13 total)See all

"I have been receiving advice from Joshua for roughly 3 months now and I have been very happy with the service he provides. I have always found him to be polite and helpful."

Keith , Under 35 24 Aug 2016

"Joshua is responsive, professional and attentive to our preferred approach to wealth management, and we have confidence in his frank advice and proposed financial strategy for our needs. "

Jonathan, 35-45 2 Mar 2015

"Since Joshua has been looking after my investments I have had the peace of mind of knowing that someone informed is keeping my investment portfolio hard at work - much better than my own haphazard approach! I am not without knowledge, but I am short of time. Joshua has freed me of the guilt of neglecting my investments and given me the ability to focus on my own business - priceless!"

Carol, 35-45 13 Nov 2014

History & Qualifications CONTACT THE ADVISER

My membership

SMSF Assocation (SMSF)

Taxation Institute of Australia (TIA)

Awards
  • No award found
Years of experience
  • 11 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 36
1 Macquarie Place, Sydney
NSW 2000 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 94% Average Reviews
  • 13 Total Reviews
Keith , Under 3524 Aug 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"I have been receiving advice from Joshua for roughly 3 months now and I have been very happy with the service he provides. I have always found him to be polite and helpful."

Chris, 35-4527 Mar 2015
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%
Mary, 35-4502 Mar 2015
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%
Jonathan, 35-4502 Mar 2015
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%

"Joshua is responsive, professional and attentive to our preferred approach to wealth management, and we have confidence in his frank advice and proposed financial strategy for our needs. "

Carol, 35-4513 Nov 2014
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%

"Since Joshua has been looking after my investments I have had the peace of mind of knowing that someone informed is keeping my investment portfolio hard at work - much better than my own haphazard approach! I am not without knowledge, but I am short of time. Joshua has freed me of the guilt of neglecting my investments and given me the ability to focus on my own business - priceless!"

Anoushka, 35-4529 Oct 2014
Expand
Overall customer rating
89%
- Communication
77%
- Knowledge & Expertise
77%
- Customer Care
100%
- Recommendation
100%

"Joshua has a great approach to advice. He's always willing to make time to explain the steps he's taking and is patient with feedback and action. i've enjoyed my meetings so far and although this is a new engagement for us we look forward to growing our wealth with Joshua's help. "

Luke, Under 3515 Oct 2014
Expand
Overall customer rating
95%
- Communication
90%
- Knowledge & Expertise
90%
- Customer Care
100%
- Recommendation
100%
Brendan, Under 3515 Oct 2014
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%

"Having only arrived in Australia nine months ago, Josh has assisted us in finding an appropriate solution to our super, insurances and investment needs. He has guided through this process, making it easy for us to understand and helping us set things up efficiently. He has surpassed our expectations!"

Lauren, Under 3515 Oct 2014
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%

"Since recently moving to Australia Josh has been fundamental in helping us set up our super, insurances and investment portfolio as well as assisting us with budgeting. He is very attentive to our needs and queries. We would highly recommend his services. "

Edwin, 65+14 Oct 2014
Expand
Overall customer rating
91%
- Communication
85%
- Knowledge & Expertise
85%
- Customer Care
96%
- Recommendation
96%
Adam, 35-4514 Oct 2014
Expand
Overall customer rating
95%
- Communication
90%
- Knowledge & Expertise
90%
- Customer Care
100%
- Recommendation
100%
Grahame, 65+14 Oct 2014
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%
Rebecca, Under 3514 Oct 2014
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%
1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

Madison Financial Group Pty Ltd

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
1
Customers

#1
Insurance Protection
STRENGTH
1
Customers

#1
Preparing For Retirement
STRENGTH
1
Customers

#1
Savings Investment
STRENGTH
1
Customers

#1
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

97%

Joshua Stega

Company: MYAFS PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Joshua Stega is a member of and in what capacity, the licensee or company of Joshua Stega and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Joshua Stega (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 92%

Customer Satisfaction: 98%