Knowledge Centre

Posted by

James discusses a scenario where a client was sold ‘off the plan’ apartments by a property spruiker to fund his total retirement plan.

James Stephan

Independent Financial Advisor

James Stephan, a Member of the Financial Planning Association, holds a Bachelor of Business in Financial Planning (Distinction) and is a Certified Financial Planner. With experience in institutional financial planning firms and boutique style firms James’s most recent position was with The Money Managers as a Technical Researcher where he prepared research papers on technical issues within the financial planning discipline. James’ areas of specialisation include superannuation and taxation planning.

  • Enjoy the fruits of working life Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • Professional practice to be admired Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques. Dr. Elspeth Mckay Associate Professor
  • 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. Paul Marsh - Principal P2 Group - Business Owner
  • Family centered advice We have moved our investments from being a private client with a major bank to Stephan Independent Advisory in 2018. Since this move, we have been surprised at the depth of understanding encountered from Joe and James about our future plans and their ability to comprehend exactly what we wish to achieve. Mr Graham and Mrs Judith McKnight Self Funded Retirees
  • Values aligning with our own Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established. Mr John and Dr Kim Watty Self Funded Retirees

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