Stefan Miraglia

Calder Wealth Management

Silver
6 Yrs Experience
Unley, SA 5061

Financial planning for me is all about maintaing the balance in life. By having a clear financial plan it can really help you maintain your health, wellness and personal life.

As a financial planner my main focus is to help people acheive their goals - both personal and finanical. My focus with every client is to find out their goals, dreams and fears - and then put a plan in place to help them get to where they want to be. I enjoy having the opportunity to help my clients reach their goals and the sense of empowerment it brings them. I am a member of the Financial Planning Association of Australia (FPA) and hold myself to the highest standards of doing the right thing by my clients.

At my previous employer, I was awarded the Bank SA Adelaide CBD Region 'Integrity Award' for the first half of 2018 which was a proud moment to be recognised for doing the right thing by my clients.

Personally I enjoy spending time with friends and family, health and fitness, sport, yoga and meditation, reading, good food, making cocktails, and of course travelling the world. I have a passion for mental health and helping people with improving their lives, positive living and dealing with challenges such as anxiety, depression and the fear of failure. Please feel free to visit my wellness blog at www.wellnessofhealth.com

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I can tailor my fee structure to help provide you with the level of service that you require

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Calder Wealth Management

Suite 2, 15 King William Rd
Unley, SA 5061

Opening hours

  • 7:00am – 4:00pm Friday
  • 7:00am – 6:00pm Monday – Thursday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323