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Stephen Coniglione

 Stephen Coniglione

Share profile:
4 Prospect Hill Road Level 1
Camberwell
VIC
3124
AU

Overview CONTACT THE ADVISER

Stephen Coniglione Stephen Coniglione

total Reviews

2

Experience

4yrs

Status

Silver

Overall Adviser Rating

75

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I empower my clients to help them understand the importance of the right strategy, structure and investments to build long-term wealth. I provide the tools and a high level of support to assist my clients on their journey to Financial Independence.

I joined The Investment Collective in 2011. I am a dedicated professional with a Bachelor of Business (Accounting) and Advanced Diploma of Financial Planning.

Company:

The Investment Collective
The Investment Collective

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:

CIP LICENSING LIMITED
CIP LICENSING LIMITED
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
My fees
  • Free Initial Consultation

Our first consultation is free. However, if you would like to us to proceed, fees will apply. We will charge a fee to write your financial plan. The fee varies depending on the complexity of the plan. For ongoing services, we provide a quote for the overall cost of managing your financial affairs and includes fees from all sources.

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

Latest Customer Reviews (2 of 2 total)See all

"We have always found Stephen quiet, well-informed and exactly to-the-point in his replies and comments to us; he seems fully aware of our situation and needs and carefully adjusts his advice and planning to these norms. He also connects us with the right people for our needs."

John, 65+ 11 Jul 2018

"Stephen is just a great financial advisor. On the ball, very responsive and provides sound advice."

Peter, 65+ 29 Jun 2018

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership
Awards
  • No award found
Years of experience
  • 4 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments

Contact details

Level 1
4 Prospect Hill Road, Camberwell
VIC 3124 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
  • 2 Total Reviews
John, 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have always found Stephen quiet, well-informed and exactly to-the-point in his replies and comments to us; he seems fully aware of our situation and needs and carefully adjusts his advice and planning to these norms. He also connects us with the right people for our needs."

Peter, 65+29 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stephen is just a great financial advisor. On the ball, very responsive and provides sound advice."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

CIP LICENSING LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
2
Customers

#1
Savings Investment
STRENGTH
2
Customers

#1
Tax Effective Strategies
STRENGTH
2
Customers

#2
Household Budgeting
STRENGTH
1
Customers

#2
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

75%

Stephen Coniglione

Company: The Investment Collective

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Stephen Coniglione is a member of and in what capacity, the licensee or company of Stephen Coniglione 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 Stephen Coniglione (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%