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 and superannuation including giving advice to members and trustees of self managed super funds.

My main role as your planner is to provide peace of mind about your finances, help you stay on track with your personal goals, and that the client knows their adviser understands their circumstances. I am there to give clients guidance so they can confidently make the right decisions 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 broker 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

  • 8:30am – 4:00pm Friday
  • 8:30am – 5:00pm Monday – Thursday

Licensed by

Cyberside Investments Pty Ltd

AFSL 533530