Stephan has 20 years experience in assisting his clients, plan, implement, manage and protect their Wealth and retirement goals. Stephan completed his Masters of Financial Planning in 2020 and has completed studies in Accounting.
Stephan uses his deep experience of direct market investments and Morgans research capability, to work with his clients to design strategies that suit their particular needs. With a focus on risk management, Stephan has interests in creating medium to long-term portfolios managed through various market conditions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Morgans Financial Ltd
Suite 2, 12 Smith StCharlestown, NSW 2290
Licensed by
Morgans Financial Ltd
AFSL 235410