Stephanie Yeung

Senior Adviser


Stephanie is a Certified Financial Planner with over 17 years of industry experience. Her areas of expertise include (but is not limited to) financial goal setting, cashflow management, retirement planning, self-managed superannuation funds and estate planning.

She believes that financial planning is a journey, with many unknowns and that everyone’s journey is unique and different which requires a tailored solution to solve the various challenges at hand. Stephanie delivers bespoke plans and ongoing support to help clients navigate through life’s constant changes so they can achieve their goals with confidence and ease.

My Specialities

Wealth Management
Office Location
Findex Albury
491 Smollett Street
Albury, NSW 2640
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