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.
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.
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
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.
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.
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.
- Adviser status Platinum
- Number of reviews 25
- First year providing advice 1998
- Years of experience 25
- Graduate Diploma of Financial Planning
Artisan Financial Services283 Rokeby Rd
Subiaco, WA 6008
- 8:30am – 4:00pm Friday
- 8:30am – 5:00pm Monday – Thursday
Artisan Financial Services