Stephen is a private client adviser in our Melbourne office. Prior to joining Shadforth, Stephen held senior financial roles with Mallesons Stephens Jacques, the IOOF (an investment platform service provider) and the ANZ. At Shadforth, Stephen builds and implements tailored financial and investment advice specialising in:
Stephen has also forged a deep understanding of the sector, having worked with many primary and secondary school teachers to strengthen their long-term financial future. Through that understanding Stephen can deliver immediate insight and understanding to new clients from within the education sector.
Stephen is a regular contributor to the Australian Journal of Financial Planning, which provides leadership and knowledge to financial advisers across the country. Stephen is also a member of the Financial Planning Association of Australia and holds a Diploma in Financial Planning and a Bachelor of Business (Accounting) from RMIT University.
"We value his integrity and trust in his availability, investment expertise and technical knowledge of superannuation and tax management. We know that our financial affairs are in order.”
Gregg and Margaret Pollock Frankston, Victoria