Qualifications and Education:
Bachelor of Commerce in Finance | Deakin University
Certified Financial Planner (CFP)
Professional Experience and Personal Interests
Stephen has been a dynamic force in the financial service industry since 2013, driven by his relentless passion for financial planning and commitment to excellence. Stephen finds fulfilment and gratitude in witnessing clients achieve their goals, both lifestyle and financial aspects, and embraces the transformative impact of financial planning guidance on their lives. Stephen is a sports enthusiast, especially passionate about football and basketball, with Carlton Football Club holding a special place in his heart. Stephen enjoys spending quality time with his young family, exploring new cuisines, and travelling to different parts of the world, creating as many memories as possible along the way.