Stephanie is a dedicated financial adviser with a passion for helping individuals invest in themselves and achieve financial freedom. With over 8 years of experience in the Banking and Finance industry, Stephanie has garnered recognition for her excellence and innovative approach.
She believes that educating and assisting clients about the importance of financial literacy and financial independence gives them the power to have more choices in life to do the things they love and enjoy.
As a genuine, dedicated, and transparent professional, Stephanie provides clear and easy-to-understand financial advice, ensuring that her clients make informed decisions about their finances.
Stephanie can be reached at email@example.com or 0427 784 602.
Contact Stephanie today to embark on your journey to financial success and security.
I have had the pleasure of working with Stephanie for the past couple of years and more recently as my financial adviser. Throughout our time together, she has consistently provided valuable guidance and support, helping me make informed decisions about my finances.
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Being a new adviser - she was very well versed in my Albeit basic, file. She was very approachable and easy to communicate with and had great follow up on everything that was discussed.
She has great attention to detail and goes above and beyond to make sure you understand what's going on
She jeeps me well informed, responds quickly, very professional.
- Adviser status Bronze
- Number of reviews 7
- Years of experience 1
- Bachelor of Commerce (Finance and Accounting)
360 Financial Strategists554 Burwood Rd
Hawthorn, VIC 3122
- In person
- Video call
Amp Financial Planning Pty Ltd