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Stephanie Ferguson

Adrians Private Wealth

Gold
14 Yrs Experience
Bowen Hills, QLD 4006

Stephanie’s passion lies in helping clients make informed decisions about their financial futures. Her expertise in behavioural economics allows her to delve into the drivers behind client decision-making, ensuring that advice and solutions are tailored to their unique needs and circumstances.

For Stephanie, financial services is about more than just numbers—it’s about understanding people, their goals, and their aspirations. Her client-centric approach, combined with her extensive industry expertise, makes her a valuable resource for anyone looking to navigate the complexities of financial planning with confidence and ease.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Adrians Private Wealth

East Tower, Level 4, 25 Montpelier Rd
Bowen Hills, QLD 4006

Webster's Wealth Partners Pty Ltd

Suite 4, 246 Arthur St
Newstead, QLD 4006

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Adrians Wealth Management Pty Ltd

AFSL 522841

Wealth Partners Holdings Pty Ltd

AFSL 501929