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

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"Stefan has been helpful in educating me with regard to financial matters and how to read financial statements and keeping me informed about progress with investments. Hi social manner is excellent and I have every confidence in his advice."

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

"Stefan took the time necessary to make my wife and I completely understand all the aspects of protection and superannuation in Australia. We would highly recommend anyone to meet with him to ensure both subjects are clear and optimised. Stefan tailored his solution to our complex profile to put us in an extremely comfortable position."

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

"Very Knowledgeable and friendly"

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

"Stefan made me feel extremely comfortable and made sure everything he suggested for me was in my best interest. I would recommend Stefan to anyone as he made me feel confident with my plans for the future."

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

"My partner and I are using Stefan to assist us in growing our superannuation for the future, whilst ensuring we are protected as well. He listens to what is important to us in the insurance and risk space and tailors advice to suit our needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I were a little confused as to how super worked. We sat down with Stefan and he helped us structure our superannuation so that we were in the correct fund and investment mix for our stage of life. He also helped us with our personal insurance and set up our protection to make sure we were covered. His professionalism and genuine nature is why I will recommend him to any one I meet and will continue to see him for any of my insurance/super needs."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

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

Qualifications & Training

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2017

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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