Adv Dip FP
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Stephen’s career has been wholly inside the financial services sector. Stephen commenced as a life agent with City Mutual Life and then progressed to manage branches of credit unions and finance companies (including a 2 ½ year stint in Alice Springs).
In 2001, Stephen regularly appeared on live morning television and radio, promoting one of Adelaide’s top financial planning practices at the time. He then undertook various qualifications in Financial Planning administration and advice, as well as a qualification in adult vocational training and assessment. With these skills, Stephen enjoys making concepts (which at times are complex), simple to understand and practical to put into everyday use.
Stephen’s focus in financial planning is to understand your values and the things in life that are important to you. His next step is to work with you to prepare a plan that protects your values and enhances your chances of achieving your objectives.
Outside of work, Stephen holds a senior position with a fraternal organisation and is a volunteer at the Hutt St Centre for the homeless.
He and Jenny have been married for more than 35 years with two sons. Family life is important to Stephen and he enjoys reading, movies and fine music.