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 4.75
  • 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