Stephen Waller

Bell Potter Securities Ltd

4.85
3 Reviews
Silver
22 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Bell Potter Securities Ltd

Level 29, 101 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments

Licensed by

Bell Potter Securities Ltd

AFSL 243480

4.85
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Stephen has advised me for a number of years on shares and investments. He has excellent communication skills and is always able to give me very clear information and advice. I have been very happy with the advice I've received and recommend him."

  • Complex Investments
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Stephen is always prompt and diligent with his advice"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen has always been available when we need advice/Info on structuring our portfolios & strategy to meet our long term goals. Most importantly to us we feel very comfortable asking Stephen any question without fear of it seeming a stupid question. We always get a clear answer without it coming across as patronising or condescending. We are getting good results with our portfolio thanks largely to Stephens advice."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible

Qualifications & Training

ASIC PS146 (Gap Training) (Superannuation and Retirement Income)

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

SDIA Accreditation Program Assessment

Level
0 - Training / Exam / Other
Institution
Stockbrokers and Financial Advisers Association (SAFAA) (prev SDIA) / Deakin University
Completed
2002

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Member

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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