Mick Steffan

Independent Advisers WA

Platinum
19 Yrs Experience
Drummond Cove, WA 6532

Thank you for showing interest in Independent Advisers WA. 

We are a boutique financial advice business with a strong focus on goal-based advice and taxation.

Our main focus is clients that are active in the primary industry in and around Geraldton. Farming and Fishing. However, we also provide goal-based advice to people that are serious about their financial future. 

As we are independent, we are effectively endorsed and checked by the government and royal commission to the place to go for ethical and conflict-free advice

Please feel free to contact our office on 0466414321 for a chat and see how we can help make going to work optional and enjoy a healthy stress free retirement!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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

We charge hourly rates only at the relevant team member chargeable rate. These rates are reviewed in June and adjusted to inflation.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Taxation
  • Language spoken
    • English

Independent Advisers WA

58 Hillview Dr
Drummond Cove, WA 6532

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Impartial Financial Advisers Pty Ltd

AFSL 533684