Tahlea Stephenson profile photo

Tahlea Stephenson

Viridian Financial Group Limited

Silver
2 Yrs Experience
Adelaide, SA 5000

I am dedicated to helping my clients achieve their financial goals and believe that a strong client-adviser relationship is key to success. I take the time to listen to my clients’ needs and love getting to know them personally to enable me to create tailored solutions that meet their unique financial situations. I am committed to providing advice that is in the best interests of my clients and adds value to their lives.

I hold a Bachelor of Business in Financial Planning and have worked in the financial services industry since 2010, gaining a wealth of experience and knowledge that I utilise to benefit clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Silver
  • Years of experience 2
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Viridian Financial Group Limited

Level 23 (South), 30 Pirie St
Adelaide, SA 5000

Meeting methods

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

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223