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Stephen White

TWO88 Wealth Pty Ltd

Gold
10 Yrs Experience
Hornsby, NSW 2077

Stephen is the principal of Lombard Private Wealth. He has been in the finance industry for over 25 years, having held senior executive roles with major financial institutions in Australia, Hong Kong, and the United Kingdom. Stephen readily identifies the big picture and the steps needed to turn dreams into reality. In the community Stephen is Area 16 Director of Toastmasters, a regular plasma donor at the Red Cross Blood Bank, a justice of the peace and Vice President of the Hornsby Ku-Ring-Gai Community College.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 2014
  • Years of experience 10
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

TWO88 Wealth Pty Ltd

Suite 717, 1C Burdett St
Hornsby, NSW 2077

Opening hours

  • 8:00am – 8:00pm Monday – Friday
  • 9:00am – 5:00pm Saturday – Sunday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523