Steph Farmer

Henderson Matusch

Silver
6 Yrs Experience
Robina, QLD 4226

Recent reviews

Henderson Matusch

Acuity Business Park Building 1, Level 3, 209 Robina Town Centre Dr
Robina, QLD 4226

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Steph continues to assist us for nearly 10 years. Steph is highly reliable and trustworthy. She has her clients best interest."

  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steph has always provided professional assistance, she is always happy to assist and very thorough in explaining details. I am very comfortable dealing with Steph and feel that we are on the right financial path. I would recommend you take the first step and talk to Steph."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steph has given me advice in areas including loan products self managed super funds and managing debt. Steph was usually able to explain things to me in a Clear way Through Stephs knowledge and experience I feel very confident that the advice given was right for my I usually receive Steph's full attention when I needed it"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steph has been a great addition to my panel of advisers ensuring I stay on track with my personal arrangements. I can highly recommend her services."

  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steph & Simone has given us great advice for managing our day to day lifestyle needs and putting us on the right track to an early retirement. As usual we also receive full care and attention knowing that Steph's and Simone's knowledge and experience is right for our needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending (Knowledge and Skills)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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