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.
Anthony is incredibly experienced in financial advice and it is a delight to be an existing client.
Anthony has been very helpful with advising us on our Self Funded Retirement Fund and helping us with Centrelink pension. The staff we have found to be most helpful.
I have been acquainted with Anthony since 2011 and he has acted as my Financial Advisor for most of that time.
I am not a particularly wealthy individual but regardless of my prevailing financial status or ability to generate fees for Lifetime Financial, Anthony has at all times conducted himself with diligence, integrity, attention to detail and great personability in our interactions.
I would have no hesitation in recommending him to a friend, client or family member as a Financial Services Professional of the highest order.
Ditto for his esteemed colleagues at Lifetime Financial: Hugo, Benji and Denise.
We are very fortunate to have Anthony Stedman as our financial adviser. With his great knowledge and experience, he has guided us towards the best outcome for our SMSF etc, Anthony is never in a rush, takes the time to explain things and makes sure that we understand every thing in detail. He is very proactive in making contact with us and always responds appropriately to our questions & queries. We are very confident with Anthony’s advice appropriately tailored for us. We are very confident dealing with Anthony. Thank you Anthony. HIGHLY RECOMMENDED Sheela & Anil Doncaster East Vic
'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.'
- Adviser status Gold
- Number of reviews 20
- First year providing advice 1991
- Years of experience 31
- Certified Financial Planner (CFP)
Lifetime Financial GroupSuite 13, 214 Bay Street
Brighton, VIC 3186
- 9:00am – 5:00pm Monday – Friday