Stevie-Jade Turner

Tribeca Financial

Silver
9 Yrs Experience
Hawthorn, VIC 3122

Recent reviews

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

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

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683

4.85
8 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.25

"Stevie-Jade gave us the advice we needed to keep living our life our way.All aspects of pension,super,and inheritance were discussed.We felt that we could continue as we are comfortably."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stevie Jade has been working with us for 5 years. She’s a wonderful support full of knowledge and has provided us with great advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Stevie-Jade took over our family portfolio from another Adviser at the same firm. The process has been very smooth and seamless, adding to existing advice and carefully learning more about our needs and objectives so she could provide more value. Stevie-Jade provided advice on superannuation, insurances, wealth creation and retirement planning. She is always very articulate, communicating all options and recommendations clearly and in a way which is easy to understand."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I approached Stevie-Jade for some advice on super, investments and cashflow. She was also able to refer me to a colleague within Tribeca to refinance a couple of mortgages, which is saving me a lot of money each month. I was almost always able to understand what Stevie-Jade was advising me on - which is more about my lack of understanding of finance and investments. I think having a good connection and partnership is important when you're looking for a financial adviser and Stevie-Jade was great in that sense, very approachable and engaging. Her knowledge of financial products and projections was sound, and gave me confidence in the plan we came up with. I'm looking forward to a rewarding partnership with Stevie-Jade in future!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stevie-Jade was very knowledgable and was able to provide us with a very sound life insurance and within our budget. We appreciate her taking our questions to alleviate our concerns. She was also able to help answer general questions we had. For things we asked she was not certain off, she would do research to get a better understanding before answering. We really appreciate her help!! We recommend her highly!!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are new clients of Stevie-Jade and found her very reassuring. She has good interpersonal skills and this put us at ease. Stevie-Jade focussed on the issues that reflected our particular circumstances. We felt confident with the advice she provided."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stevie Jade was knowledgeable, her respectful approach to understand our circumstances & recommend the best strategy to suit our position gave us great confidence to follow her advice & would recommend her highly."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stevie-Jade recently helping me with advice on my insurance needs. With my limited experience in this area, Stevie-Jade made me feel welcome and gave sound advice with her expert knowledge and friendly demeanor. My needs were met and my expectations exceeded through her clear explanations and helpful advice. Thank you Stevie-Jade!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2010

Derivatives and Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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