Stephen Horsten

Profusion Planning

Silver
17 Yrs Experience
Perth, WA 6000
I am a financial adviser with Profusion Planning, providing advice in all areas of financial planning, including expertise in GESB Gold State and West State superannuation. Growing up, I always enjoyed helping people and solving problems. As I was skilled with computers, I studied computer science. Soon after starting a career in the Information Technology industry, my interests changed and I grew a passion for financial services and found that the joy of helping people and solving problems were just as needed in the financial services industry. I therefore further my studies to become a financial adviser. I started my financial planning career in 1998. In 2006, I along with investors founded a company known as Grove Wealth. This business was formed to serve the growing needs for financial planning services within an accounting firm. I has also assisted in the setup and/or consulted to many financial planning businesses in Australia and more predominately Perth. Some of these include Bank West and Home Financial Planning (now known as Bank of Queensland). In 2010, I founded (in conjunction with Brad Dudumas) Profusion Planning. I have won awards for my services, including 'Securitor Financial Planner of the year in WA' in the year 2008 and 2010. I have also had the pleasure to work with a great advice team that enabled the achievement of “Securitor WA Practice of the Year 2014”. As with all the advisers in the Profusion Planning team, helping people to achieve their goals and assisting them to see that their dreams are possible is what I love about my role and continues to drive me to get the results for my clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Profusion Planning we are completely transparent about our fees. Please feel free to contact me directly to understand how we charge for our professional advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Profusion Planning

333 Pier Street
Perth, WA 6000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Profusion Advisory Group Pty Ltd

AFSL 506425

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"Stephen has helped us enormously by saving us $1000s since we signed up with him, also he has helped reassure us in our financial position both in the present and with our future goals. Our finances in all subjects are now in control and we are now able to understand that financial freedom that people speak about."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Stephen's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Stephen able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Stephen's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Stephen to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Stephen?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Stephen provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Stephen may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Stephen Horsten
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens