Anthony Stedman

Lifetime Financial Group

Gold
31 Yrs Experience
Brighton, VIC 3186
Anthony entered financial planning in the early 80’s and has since taken a leadership role within the industry having served on a range of internal boards at key financial institutions. This role provided significant insight into the wider industry and was instrumental in driving key changes within his practice and licencing arrangements from 2010. In December 2011, Anthony, along with Grant Simpson and David Harris, established Advice Evolution Pty Ltd. Advice Evolution is a dealer group owned and operated by its shareholders and licensees and is completely free of any influence from any large financial institution, union fund or bank. This is an important evolutionary step as all of us who feel a client's best interests can only be met in an environment where there are no behind the scenes expectations of product placement or influence towards one product over another. Anthony has a keen personal interest in Self-Managed Superannuation and Directly Held Investment Portfolios and manages both important areas in the practice. He has been a Financial Planner since 1991. In that time, he has completed his studies and is a “Certified Financial Planner” (CFP accredited) with the Financial Planning Association. He has also been made a Fellow of the FPA. Anthony also holds full accreditation and is a “Specialist Accredited Self Managed Superannuation Financial Planner with The SMSF Association. He is also a Certified Financial Strategist (CFS) with the Association of Independently Owned Financial professionals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Lifetime Financial Group

Suite 13, 214 Bay Street
Brighton, VIC 3186

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880

4.90
16 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"'Anthony has given me advice in areas including loan products, self managed super funds and managing debt. Anthony was usually able to explain things to me in a clear way. Through Anthony's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Anthony's full care and attention when I needed it.'"

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

"I am so fortunate to have met Anthony and his staff. After being divorced 7 years ago he has helped me to get through this difficult time financially mentally and can now get on with my life. Thank You so much.. ,"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony and his team has provided me with excellent financial advice for many years. He is always available to answer and deal with any inquiries or needs to reassess our situation. I have full confidence in his advice and would recommend his services without hesitation."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony always gives advice to us when we ask for it in a clear and consie manner. He always explains the risks / rewards thoughly and his advice has proven sound over many years now. I recommend Anthony to give adive of self managed super funds, investments and retirement planning."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anthony has given us advice in areas relating to Superannuation, Salary Sacrifice, offsetting Capital Gains Tax and other useful Financial Advice. Anthony has always been able to explain things to me in a clear way. Through Anthony's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Anthony's full care and attention when I needed it.' Anthony has a high work ethic and has been very honest with his dealings with us Helen and Kevin"

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Anthony Stedman profile photo

Anthony Stedman responded on April 2021

"Thank you for the lovely review, Helen and Kevin. Working with clients like you who are engaged and make an effort is so rewarding for us personally and professionally."

5.00

"I sought Anthony’s assistance at a desperate crossroads in my life three years ago and I have been with him ever since. He has been an amazing financial advisor and he has fostered a reliable, helpful, and trusting relationship with me. Over that time Anthony has provided me assistance with long-term financial planning, investment planning and management, buying a house, inheritance issues, succession planning, superannuation, and has prepared monthly financial reports and yearly reports for my tax returns. He has the patience of a saint, responding to all my questions and queries, and is quite happy to take the time to ensure I understand his rationales for changes required. His advice has been exemplary, and I strive to ensure I follow his recommendations. We have regular reviews, through emails, phone calls and face to face meetings. At the end of each review, we look ahead to what financial plans we need to consider for future adventures. I highly recommend him to you."

  • Superannuation
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Anthony Stedman profile photo

Anthony Stedman responded on February 2021

"Thank you for the amazing feedback Jennifer. My role is at its most satisfying when I click with a client and I certainly feel as though we have clicked. Actively engaging with us and, at the same time developing a better understanding of the hows and whys makes our jobs a pleasure always. I am only sorry I cant be as eloquent as you in my response Jennifer. See you soon."

4.75

"Anthony has given us advice in particular with self managed super funds and associated financial activity. Anthony is able to explain things to us in a clear way. Through Anthony's knowledge and experience, we feel very confident that the advice given was right for our needs. We always receiveAnthony's full care and attention when we needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Anthony Stedman profile photo

Anthony Stedman responded on February 2021

"Thank you for taking the time to rate me on this site, Heather and Phil. I am sorry to see you have rated correspondence at 3.75 stars. Compliance is a good thing in most ways but leads to quite cumbersome documents at times and I apologise for this. I don't see this improving in the shorter term frankly. In any event I must note what a pleasure it is to work with both of you and I hope you continue to work with us for many years to come."

5.00

"Anthony has worked with my partner and I for many years on investments, insurances and a self-managed super fund. He is very knowledgeable and thorough. He takes the time to explain things to ensure that we understand. He is proactive in making contact with us at regular intervals and always responsive to questions or queries. We are very confident that his advice is tailored for us and right for our needs. Highly recommended!"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Anthony Stedman profile photo

Anthony Stedman responded on October 2020

"Thank you for the positive feedback Anne-Marre and Colin. Working with engaged responsive clients makes our role all the more pleasurable."

5.00

"Anthony has a good understanding of our situation and has always given appropriate advice. In the eight years that Anthony has managed our affairs his recommendations have always proved to be excellent. I have always found Anthony easy to talk to and wiling to discuss his recommendations."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Anthony Stedman profile photo

Anthony Stedman responded on October 2020

"Thank you for the positive feedback Anthony. Working with engaged responsive clients makes our role challenging and pleasurable at the same time."

5.00

"Anthony is very supportive of my needs and has and is patiently guiding me through the processes of superannuation and investment. Thanks to him I feel very confident that my future years will be financially secure and I can continue to live comfortably for how many years I am destined to live"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2010

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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