Stefan is dedicated to building long-term, meaningful relationships by understanding what matters most to each client and aligning financial strategies with their personal goals and priorities. 

With over a decade of experience in the financial planning profession, Stefan brings deep expertise across wealth creation, superannuation, tax strategies, retirement planning, investments, cash flow modelling, and estate planning. He has been providing advice since 2014 and is committed to supporting clients with tailored guidance through every stage of life. 

Qualifications:  

• Bachelor of Commerce (Finance) 

• Diploma of Financial Planning 

• Currently completing a Master of Financial Planning 

Stefan combines strong technical knowledge with a client-first approach, delivering tailored financial advice backed by both education and practical experience.