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Around the country there are honest financial planners and bankers frustrated, angry and disappointed by revelations made at Royal Commission into Banking.

What we’ve seen the Royal Commission expose is that it’s the system, not the professional financial planner community, that is at the root of the problem.

Given recent media coverage of the Royal Commission across all platforms, you could forgive someone for feeling that being involved in financial advice resembles behaviour exhibited in films like “The Wolf of Wall Street”, where corporate profitability is put first and clients are last.
It’s not.

In our experience with financial planners, the vast majority aim to look after their client’s best interest. In our experience through lecturing at various universities in Melbourne, we know that the concept of “client’s best interests” is drilled into financial planning students well before they commence their professional career.

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Joe Stephan

Director, Stephan Independent Advisory

Joe Stephan graduated in 2002 with a Bachelor of Business (Fin Plan) under the tutelage of his father (Program Leader of Financial Planning at RMIT University).

You will hear Joe bandy about the idea of “pure financial advice”, which is given objectively and focused around the needs of individual and not the internal needs of the business providing advice.

Joe is realising his vision every day through his Independent Advice Firm which he owns and operates with his brother James. Joe also spends a portion of his time teaching tomorrow’s Financial Planners at various Melbourne Universities including RMIT & LA Trobe.

  • 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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