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 4.95
  • Number of reviews 20
  • 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