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.
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.
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.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2005
- Years of experience 18
- Advanced Diploma of Financial Services (Financial Planning)
Profusion Planning333 Pier Street
Perth, WA 6000
- 9:00am – 5:00pm Monday – Friday
Profusion Advisory Group Pty Ltd