Stevie-Jade Turner

Tribeca Financial

Gold
9 Yrs Experience
Hawthorn, VIC 3122

I love helping people. From an early age, I realised I had an affinity for complex maths and enjoyed problem solving – initially I wanted to help myself to rise up from a difficult start in life to be in the best position possible and feel financially secure, but I quickly discovered that I wanted to do that for others, too.

My favourite type of client is a motivated client, someone who wants to learn and can see both the short and long term value in working together. I love it when a client can feel and see that the value we can add to their situation is far greater than the fees for the advice. I like to work with clients by collaborating with them - the plans are always better when we are both working towards the goals.

0433 313 099

sj.turner@tribecafinancial.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683