Stephan Pfister

Morgans Financial Ltd

5.00
1 Review
Gold
22 Yrs Experience
Charlestown, NSW 2290

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 22
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

Suite 2, 12 Smith St
Charlestown, NSW 2290

Licensed by

Morgans Financial Ltd

AFSL 235410