Steven Radic

My Plan Financial Planning Pty Ltd

Gold
22 Yrs Experience
Kent Town, SA 5067

Steven Radic is a Certified Financial Planner (CFP) with a career spanning over 20 years in banking and financial services. Committed to providing quality financial advice, Steve's qualifications include a Master of Financial Planning and Self Managed Superannuation Fund accreditation. He can provide both scaled and comprehensive financial planning advice to suit an individuals needs and goals. He's a member and graduate of the Australian Institute of Company Directors (GAICD), the Financial Planning Association of Australia (FPAA), and is authorised to provide tax (financial) advice services.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 22
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

My Plan Financial Planning Pty Ltd

Level 2, 18 Dequetteville Terrace
Kent Town, SA 5067

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

My Plan Group Pty Ltd

AFSL 528220