Stephanie Dyer profile photo

Stephanie Dyer

Apex Financial Advice

Bronze
4 Yrs Experience
Woolloongabba, QLD 4102

I am a passionate Financial Adviser, providing advice to clients in varying life stages. My client base expands from young individuals and couples looking to build wealth over the long term to retirees looking to make the most of their existing superannuation and assets. In addition, I specialise in advice for Veterans and serving members of the Defence Force, knowledgeable in topics including but not limited to VEA, DRCA, MRCA, SRDP, PI and CSC.

My approach to personal financial advice is simple and honest. Upon meeting clients, my first priority is to ensure that my services will be appropriate and beneficial. Once confirmed, I will create personal advice that caters to their needs and goals whilst providing relevant financial education to achieve long term improved habits and understanding.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Bronze
  • First year providing advice 2021
  • Years of experience 4
  • Highest qualification
    • Master of International Economics and Finance
  • Language spoken
    • English

Apex Financial Advice

Level 2, 141 Logan Rd
Woolloongabba, QLD 4102
152 Margaret St
Toowoomba City, QLD 4350

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Apex Fsg Pty Ltd

AFSL 539244