Stephen Tangney

Artisan Financial Services

Platinum
24 Yrs Experience
Subiaco, WA 6008
I have been in the financial services industry since 1997. I enjoy meeting with clients and comprehensively looking at all areas of financial advice for them.  I have particular interest in pre and post retirement planning, superannuation including giving advice to members and trustees of self managed super funds. I am there for clients to help give them guidance so they can confidently make the right decsions and feel in control of their finances.   I am a certified financial planner and member of the Financial Planning Association. I am also an accredited mortgage consultant and member of the Finance Brokers Association of Australia. I have also worked as an accountant for a number of years with various corporations before entering the financial services industry. Outside of work when I am not busy with my family and being involved in my kids sports I like to unwind by spending time with friends and enjoy any kind of water activity, mainly surfing.  To get away we love to visit the southwest and go over to Rottnest Island.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • 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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 25
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Artisan Financial Services

283 Rokeby Road
Subiaco, WA 6008

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Cyberside Investments Pty Ltd

AFSL 533530

4.90
25 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"Stephen gave my husband and I advice regarding our mortgage and helped us set up a cash flow management system. He was able to explain everything clearly and tailor all products to our specific needs. I have no hesitation in recommending Stephen to others."

  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen has given my wife and I valuable advice as we approach retirement in debt reduction strategies, pension funds and superannuation generally. I have known Stephen for well over 10 years and he is always honest and clear with his advise. Through Stephen's knowledge and experience, I feel Very confident that the advice given was right for my needs as he has mapped out a clear path for us as we move to retire in the next 5 years. Stephen's always has given me full care and attention when I needed it. I would have no hesitation in recommending him to any of my friends or associates in providing financial advice. Andrew Rostron"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Stephen has given us relevant information and advice he explains everything clearly. Stephan has given us advice in the area of Super Funds and managing our debt. I'm confident if we follow the advice we have received from Stephen we shall achieve what we are hoping for."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen provided very clear, concise and straight forward advice and direction for the complete remodeling and restructuring of my SMSF and personal investment strategy. This was all precipitated by major changes in my personal circumstances, which included regaining my Residency in Australia after several decades working abroad and my recent voluntary retirement. No task was/is too difficult nor too time consuming for Artisan. He has a small though wonderful team assisting and is well located. Very satisfied thus far."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Before we met with Stephen our personal financials were in a mess. Stephen was so helpful and considerate of our family circumstances and was a complete professional who helped us tidy it all up and get us on track for the future. I feel confident I now understand our financial position, my and my husbands super is sorted and any future big financial decisions for our family will be that little bit easier from Stephens advice. Sonya. 6018."

  • Superannuation
  • Managing Debt
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen was recommended to us by a friend. Our interaction has been extremely positive with excellent follow up along the way. His understanding of our needs and situation helped us gain clarity/control over our cash flow and levels of cover required. Positive experience and we see it part of a long term relationship as our situation changes. Nathan 6163"

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

"I have no hesitation in recommending Stephen and Artisan. Stephen quickly assessed our personal circumstances and provided sound and clear advice for improvements in our cashflow management and personal insurance."

  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found Steve to be knowledgeable, diligent and patient. We had a number of matters to settle and he and his team were very thorough and proactive in driving the requirements at there end and supporting us with our requirements. I would certainly recommend Stephen to Family, Friends and Colleagues."

  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen has always given me carefully considered advice and guidance which continues to be sound and helpful in its application."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen was very thorough and understanding to want we required, and we have achieved want we wanted. Stephen is also very considerate when following up, but not too pushy."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2017

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1994

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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