I run Angel advisory. An advisory service focused on Wealth Creation through Tax, Investment, Cash Flow and Debt Utilization strategies.
I'm a big believer in practicing what you preach and have been active in many of the sectors I chat with my clients about.
Some of my experience areas include:
Property - From building my first house at 19 to investing in the commercial, residential and apartment markets. Since 2016 I have focused purely on property developing. Beginning with townhouses and more recently expanding into mixed-use commercial/retail and childcare opportunities.
Shares - I have always been a committed trader in the Australian and Global markets. In my previous role I was on the Investment Committee of one of Melbourne’s largest mid-tier financial planning practices.
Family Wealth - I am responsible for the management of my families’ portfolio. Through structures such as family trusts and unit trusts for business and development investments, to the operation of an SMSF that has seen the purchase of residential and commercial properties. My role is to not only manage the flow of monies but to control debt levels for the family unit.
Start-Up - In 2014 I was a founding member of a start-up company that featured on the hit TV Show Shark Tank in 2016. I still enjoy taking an active role in more risky start-up ventures throughout the tech industry.
I hope to pass on my knowledge as an adviser to my clients to assist them in growing their wealth quicker while keeping their families protection front of mind.
Stefan has given me advice in areas including loan products, self managed super funds and budgeting . Stefan was always able to explain things to me in a clear way . Through Stefan knowledge and experiences, I feel very confident that the advice given was right for my needs.i highly recommend Stefan.
Stephan has given us advice and continues to be our very trusted advisor when it comes to managing our funds, superannuation, investment properties and together working on he best way to build on our portfolio and more. We have seen other advisers perviously and loved the way Stefan made perfect sense to us from the beginning. His ability to apply himself 100% to our needs as required is very much appreciated as well as understanding of how the real world ticks. We have entrusted our life plan to Stefan moving forward and are very confident in his ability to make decisions and advise on the best ways forward in managing our finances also. Stefan is also a great guy which makes the relationship an easy one!
Stefan is a delight to deal with. I wouldn't hesitate in recommending him to my friends and family. His passion for his job is infectious.
Stefan has been a pleasure to deal with thus far and I'm very much looking forward to building a strong and long lasting relationship. It's clear from the onset, he recognises my financial goals has my best interests at heart. What's most reassuring about Stefan's services and advice, is that he has several projects on the go and practices what he preaches. A brilliant financial role model/mentor to learn from
Stefan always comes with high energy, his proactive approach and genuine interest in my life goals and activity means Stefan has an in depth knowledge of what I require for financial freedom. He is always responsive and definitely brings new ideas and strategy to the table. I wouldn't hesitate to recommend Stefan to my networks as i know he will bring his personal touch and care to any new client.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Economics & Finance)
Angel Advisory Pty LtdLevel 5, 447 Collins St
Melbourne, VIC 3000
- 7:00am – 6:00pm Monday – Friday
- 9:00am – 3:00pm Saturday – Sunday
Synchron Advice Pty Ltd