Independent Advice

Independent advice – the way it should be

It’s a harsh truth that the vast majority of financial providers in Australia who claim to be independent, in fact, aren’t. If they receive commissions or are aligned with a licensee that has others who receive commissions, then they’re not technically independent.

Stephan Independent Advisory is one of only a select group of Financial Planning practices that are truly independent. We’re privately owned and operated, and don’t receive commissions or incentives of any kind.

We remain independent because we know what it’s like to have financial advice that comes with an ulterior motive. When you’re looking to preserve and protect your hard-earned wealth for both you and your family, you want advice that’s free from any bias and isn’t designed to see anyone else profit off your situation.

Our complete independence means we remain objective and construct financial plans that are right for you, with our only motive being to see you succeed.

Our complete independence means we remain objective and construct financial plans [or financial strategies].

Our credentials

We’re licensed through Stephan Independent Advisory Pty Ltd AFSL No: 476427, a boutique license founded by us to pioneer the provision of independent-only advice in Australia.

We’re an accredited FPA Professional practise. The FPA [Financial Planning Association of Australia] code provides professional regulations, ethical principles, practice standards and conduct rules for financial planners in Australia.

 

We’re a practicing member of the Independent Financial Advisers Association of Australia Gold Standard of IndependenceTM .  Click here to review the Gold Standard of Independence criteria that we meet.

So we’re serious about providing truly independent advice—nothing is going to change that.

Back To About Us

 

  • Personal advice for complex lives Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease. Paul Marsh - Principal P2 Group - Business Owner
  • Enjoy the fruits of working life I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Joe & James were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • First Class financial advice Joseph & James Stephan have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group. Peter Wilson IT Professional & Business Owner
  • Professional practice to be admired Joe Stephan's professional practice is to be admired. He is always there for his clients when needed. He freely passes on his expert knowledge of financial planning without hard product selling techniques. This advice is well researched & trust worthy. Dr. Elspeth Mckay Associate Professor

Thinking
about a second
opinion?

Independent
Opinion
Service

SCHEDULE
A 15 MIN
PHONE CALL
Stephan Independent Advisory
Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101