Our independence includes a “no commissions” policy. You’ll receive specialist, goal orientated financial strategies that are important to you and your family. We are licensed through Stephan Independent Advisory Pty Ltd AFSL No: 476427, a boutique license formed for the provision of independent only advice. Read more.
Where are you heading with your money?
Stephan Strategic is a team of certified financial planners. We are one of a select group of advice practices that are truly independent. We are privately owned. We do not have financial links to any bank or other financial institutions. We have a strict ‘no commission’ policy. The only fee’s we receive are direct from clients.
We don’t sell products. We provide financial advice. This means, our strategic financial plans are only influenced by your needs.
Be confident of where you’re heading with your money.
We’re an accredited FPA Professional practise. The FPA [Financial Planning Association of Australia] code provides professional regulations, ethical principles, practice standards and conduct rules for financial planners in Australia.
In 2012, we were runner up in the FPA Best Practice Award and were nationally “highly commended”. This award is open to all financial planners in Victoria – and we’re at the top!
We continue to lecture Financial Planning at various Universities in Melbourne. We’re always researching and up to date with a range of industry changes and best practises.