Stephen Gianni

Midsec Financial Advisors Pty Ltd

Silver
28 Yrs Experience
Parkside, SA 5063

Recent reviews

Midsec Financial Advisors Pty Ltd

Level 2, 170 Greenhill Rd
Parkside, SA 5063

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Midsec Licencing Pty Ltd

AFSL 524124

4.90
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.70
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

4.75

"Stephen recently helped us with an insurance claim. We were not even aware we were able to claim and despite the event taking place over 2 yrs ago, he helped us obtain a partial claim of $80,000. Great job and thank you so much for all your help."

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

"Very helpful and he saved us quite a bit of money. He explained things in easy and understandable way."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Stephen Gianni profile photo

Stephen Gianni responded on August 2021

"Thank you Dave"

5.00

"I had some issues with Centrelink or lack of, and he helped me as well as discuss some estate planning"

  • Government Assistance
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Stephen Gianni profile photo

Stephen Gianni responded on May 2020

"Thank you Chris, happy to help"

5.00

"We are very pleased to have received help from Stephen, it was a pleasure to pass on feedback."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2013

Accredited Derivatives Adviser Level 1

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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