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Mick Steffan

 Mick Steffan

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31-33 Hosken Street Suite 3
Bluff Point
WA
6530
AU

Overview CONTACT THE ADVISER

Mick Steffan Mick Steffan

total Reviews

8

Experience

15yrs

Status

Platinum

Overall Adviser Rating

92

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Indian Ocean Financial Services
Indian Ocean Financial Services

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

RIMBAL INVESTMENT SERVICES PTY LTD
RIMBAL INVESTMENT SERVICES PTY LTD
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Socially Responsible InvestmentsSocially Responsible Investments
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Small Business AdviceSmall Business Advice
Aged CareAged Care
Eco Friendly InvestmentsEco Friendly Investments
UK PensionsUK Pensions
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice

We charge hourly rates only at the relevant team member chargeable rate. These rates are reviewed in June and adjusted to inflation.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 8 total)See all

"Mick has extensive knowledge of the financial planning industry, and is consistent with keeping up-to-date on the various laws, changes and products available on the market. I have always found Mick to be unbiased when recommending various products and he takes a very customised approach for personal financial planning needs and requirements. "

Alicia, Under 35 14 Aug 2018

"Mick reviewed our super and switched us to a cheaper super fund with a much better investment strategy. So not only are we saving money in fees, we are also getting a much, much better return on our investment."

Ashleigh, Under 35 13 Aug 2018

"Mick is very upfront and thorough , well researched and knowledgeable. He communicated everything clearly so we understood and have no hesitation in recommending him to my family and friends"

Ehsan, 46-55 13 Aug 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Master of Taxation (2012)

SPAA SMSF Specialist Adviser (2012)

Diploma of Financial Planning (2006)

Awards
  • No award found
Years of experience
  • 15 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 3
31-33 Hosken Street, Bluff Point
WA 6530 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 8 Total Reviews
Alicia, Under 3514 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mick has extensive knowledge of the financial planning industry, and is consistent with keeping up-to-date on the various laws, changes and products available on the market. I have always found Mick to be unbiased when recommending various products and he takes a very customised approach for personal financial planning needs and requirements. "

Ashleigh, Under 3513 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mick reviewed our super and switched us to a cheaper super fund with a much better investment strategy. So not only are we saving money in fees, we are also getting a much, much better return on our investment."

Ehsan, 46-5513 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mick is very upfront and thorough , well researched and knowledgeable. He communicated everything clearly so we understood and have no hesitation in recommending him to my family and friends"

Kirsty, 35-4513 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mick is amazing very clever at what he does - He explains everything clearly and makes sure you understand. You will never regret choosing Mick for any Financial Advice you may need. "

Julie, 65+13 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mick and his team are fanstactic - My husband was terminally ill Mick organized all out insurances necessary to make such a hard time so much easier - Thank you Mick Julie 6530 "

Peter, 35-4510 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leaves all other financial advisers behind with great advice, tailored to the client. Makes it easy and you can have great confidence in the services offered."

Kate, Under 3523 Mar 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mick was very patient and has explained the Financial planning concept exceptionally.I would recommend Mick to anyone who needs clarification of Superannuation and Insurances. "

Gerhard, 35-4518 Feb 2015
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%
1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
5
Customers

#2
Building Super
STRENGTH
4
Customers

#3
Centrelink Benefits
STRENGTH
2
Customers

#3
Estate Planning
STRENGTH
2
Customers

#3
Preparing For Retirement
STRENGTH
2
Customers

#4
Margin Lending Geared Investments
STRENGTH
1
Customers

#4
Savings Investment
STRENGTH
1
Customers

x

Overall rating

92%

Mick Steffan

Company: Indian Ocean Financial Services

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mick Steffan is a member of and in what capacity, the licensee or company of Mick Steffan and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Mick Steffan (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 100%