Joe Stephan Email & Phone Number

As an Independent Financial Advisor, I provide specialist financial advice for family business owners and private foundations, guiding my clients through their unique and complex wealth management issues. My expertise lies in providing the right financial education, structure, and support, with a focus on building strong professional networks to provide comprehensive, sustainable outcomes for my clients’ long-term wealth management. Working in a family owned and operated business myself, I am passionate about helping my clients avoid the challenges involved with transitioning out of the business they have worked so hard to build, and remove the stress and anxiety that comes with being responsible for their family’s financial future. LOOKING FORWARDAs a member of the Certified Independent Financial Advisers Association of Australia (CIFAA), I’m committed to raising the bar for professional knowledge and standards in my profession. To me, gold-standard financial advice is based on a planner’s ability to look past their own financial Interests and provide strategies created entirely in the clients’ best interests. My focus is on my clients’ education and ongoing guidance in all financial matters relating to their family. I am also a member of Family Business Australia and remain committed to exploring the financial challenges that family business owners face.Another of my passions is educating the next generation of Financial Planners. I’ve spent time teaching tomorrow’s Financial Planners at various Melbourne universities, including RMIT and La Trobe. This way, we can take comfort that the financial planners of the future are graduating with the integrity and understanding of what it means to be truly independent.

Listed skills include Investments, Financial Advisory, Strategic Financial Planning, Financial Planning, and 34 others.

• Director, Senior Financial Advisor

  Stephan Independent Advisory

  Melbourne, Vic, Au