Stephen has been in the financial planning industry for several years as a para-planner, and over this time has gained industry experience through his studies, continual professional development and practical experience working alongside experienced advisers.
Stephen currently holds a Diploma of Financial Services (Financial Planning) – Level 1 and has completed a Bachelor of Business (Finance).
Stephen believes in developing long term relationships with clients, with a focus on helping them achieve a balanced approach to work and lifestyle goals. Stephen is an honest and enthusiastic adviser who works hard with his clients in their best interest. Quality advice based on thorough research, product and market knowledge is Stephen’s objective.
As part of the team at Border Region Financial Services Pty Ltd, Stephen is in a strong position to provide professional, ethical, and affordable services in a challenging financial and regulatory environment. His personal values and integrity when dealing with clients make him an asset in your endeavours to promote future wealth creation, management and protection.