I joined the team at Veracity Wealth in February 2012 as a trainee Financial Planner. I have previously completed both my Diploma & Graduate Diploma in Financial Planning. I work closely with Matt Robertson the company director and senior financial adviser to provide advice to our ongoing clients on a regular basis & meet with new clients.
Stephen has provided us advice on insurance policies and future planning including super products. He explained everything in terms we were able to understand and we felt like we were all on the same page. I feel confidant the advice he has given us was sound and comfortable to get in touch with him for any questions we may have. He followed up own all topics discussed and ensured we are getting looked after by our insurance company.
Always willing to help and offer expert advice and quality service. We are very happy ??
Stephen has always provided clear and concise information regarding my superannuation and financial position. I felt comfortable throughout the process and was well informed throughout. I never felt as though I was being sold in to unnecessary policy's and was confident that my superannuation was in the best place possible. I was provided with easy to understand advice and he helped me set up regular contributions to my superannuation so i could make up for lost ground while starting my business.
Stephen has given me advice in many areas around my financial position. Stephen is always able to explain things clearly. Through Stephen's knowledge and experience, I feel very confident that the advice given was right for my needs. I have always received Stephen's full care and attention when I needed it.'
Stephen was so easy to deal with. He answerd all my questions clearly and if he didnt kmow the answer he would find out and get back to me straight away. I would 100% recommend his service.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Veracity Wealth PlanningSuite 3B, 5 Cottonwood Place
Oxenford, QLD 4210
- 8:00am – 5:00pm Monday – Friday
Mdrc Wealth Pty Ltd