Stephanie has worked within the financial services and banking and finance industry since 2006. She has extensive experience working with clients and professionals and specialises in wealth advice for self-funded retirees, SMSF's and property strategies in addition to holistic superannuation and wealth advice.
Having a background in both property and finance gives Stephanie a unique advantage when advising clients with matters regarding property and structuring and in providing valuable connections to facilitate banking matters when it matters most.
Stephanie is a great communicator who takes the time to understand her clients needs and enjoys sharing in the life events and milestones throughout the financial journey with her clients. As a Practice partner and young adviser with a long future in the industry, she intends to be there for her clients when they retire.
Stephanie is a self-confessed IT nerd who drives the technology and innovation projects at Wealth Partners who will always find a way over or through obstacles when it comes to achieving an outcome to improve our services and efficiency.
Wealth creation, wealth protection, retirement planning and funding, superannuation, estate planning and self-managed superannuation funds.
Diploma of Financial Planning DipFP
Advanced Diploma of Financial Planning ADVFP
Self-Managed Superannuation Specialist Accreditation
Diploma of Finance and Mortgage Broking Management
Real Estate Licence
FPA Associate Member