Steven Radic profile photo
4.70
2 Reviews

Steven Radic

My Plan Financial Planning Pty Ltd

Gold
19 Yrs Experience
Mile End, SA 5031
Steven Radic is a Certified Financial Planner (CFP) with a career spanning over 20 years in banking and financial services. With the highest ranking in qualifications including a Master of Financial Planning and Self Managed Superannuation Fund accreditation his clients can be confident of receiving the highest quality advice.  He can provide comprehensive financial planning advice to individuals and business customised to meet your needs. He is a member of the Australian Institute of Company Directors (AICD), the Financial Planning Association (FPA), and the Tax Practitioners Board (TPB).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • 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 4.70
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

My Plan Financial Planning Pty Ltd

Shop 4, 117 Henley Beach Rd
Mile End, SA 5031

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

My Plan Group Pty Ltd

AFSL 528220

4.70
2 Reviews
5
4
3
2
1
4.40
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—2 of 2

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4.50

"Steve was able to give us very clear and sensible advice on super and insurances . Steve always took the time to explain things to us at the right level to gain our understanding which gave us confidence in proceeding with the advice he was gave."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has provided us with exceptional service over the past 10 years in areas including Super, life insurance and income protection. He's always been able to explain things clearly and in ways we could understand. Through his knowledge and experience, I am confident that the advice given was right for our needs evidenced by our current situation today."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • 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
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Associate
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