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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.

  • 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
  • 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

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