Magdy M Stephan Taxation Services was established in 1981 by founder Mr Magdy Maurice Stephan. During the early years this was a purely taxation based business which Magdy managed on a part- time basis. By 1995 Magdy’s educational interests had broadened significantly as he supported and helped establish a boutique financial planning dealership named Integrity Financial Planners. Magdy became a pioneer in the provision of financial planning education in Victoria and was involved in the preparation of the Financial Planning Association’s original Diploma of Financial Planning in the early 1990s.

After developing strong technical skills through working in several financial planning firms including SAI Financial Group, Integrity Financial Planners and Andersen Charnley (UK), Magdy’s son Joe made the decision to assist his father’s practice in financial planning which had been growing steadily and needed extra staff given Magdy’s expanding academic career.

James followed suit shortly after spending several years in firms such as SAI Financial Group and the Money Managers Pty Ltd. With time, Joe and James took over the management of the financial planning practice and found that their skills were complimentary to each other with Joe specialising in client communication and practice management and James in technical research and strategy.

Currently the financial planning practice is run and managed by Mr Joseph Stephan, CFP and Mr James Stephan, CFP who are joint directors and Senior Financial Planners. Whilst the company’s name may have changed to Stephan Strategic the fundamental principles of honesty, education, communication and integrity remain the bedrock on which the practice operates.