Stephen has given me advice in areas including Shares and Investments and Self Managed Super Funds. Stephen's advice is clear and precise and he has the ability to describe complex and technical issues in a way that is easy to understand.Through Stephen's knowledge and experience, I feel very confident that the advice given was right for my needs.
Stephen demonstrates an in-depth knowledge when it comes to financial advice relevant to my current investments. He has taken the time to understand my personal circumstances and goals, whist helping me gain a deeper understanding of the investment advice provided which is very reassuring. He is an adept adviser and I would highly recommend Stephen to anyone.
Lucerne Investment PartnersLevel 4, 45 Wangaratta St
Richmond, VIC 3121
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma - Chartered Accountant Program
Lucerne Services Pty Ltd