Stephen Thynne

Veracity Wealth Planning

Silver
4 Yrs Experience
Oxenford, QLD 4210
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 12
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Veracity Wealth Planning

Suite 3B, 5 Cottonwood Place
Oxenford, QLD 4210

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Mdrc Wealth Pty Ltd

AFSL 518309

4.80
12 Reviews
5
4
3
2
1
4.90
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 12

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4.75

"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."

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

"Always willing to help and offer expert advice and quality service. We are very happy ??"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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.'"

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"Stephen has helped me with all my super needs and my business insurance, and personal and income protection , i feel he is very helpful and knowledgeable in these matters, . Stephen is very prompt with his dealing with me"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'Stephen has given me advice in areas including loan products, super funds and personal insurance. Stephen was able to explain things to me in a clear way, and if ever I needed further explanation he was always quick to respond. Through Stephen's knowledge and experience, I feel very confident that the advice given was right for my needs. I appreciated Stephen's advice and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve was extremely helpful when I came to him, He quickly helped me get my claim through, I would highly recommend Steve to anyone else who needs help with an insurance claim"

  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Stephen is very knowledgeable at the task given and responded very quickly to any questions that I had."

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

"Stephen has always shown the upmost professionalism in all of our encounters. He consistently provides feedback/updates and has always had my best interests at heart. I have been receiving financial advice from Stephen for the more than 5 years and I will continue to stay with him for years to come."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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