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Michael Stevens Email & Phone Number
Senior Financial Advisor and Practice Principal
at
Stevens & Co Financial Services
1 work email found
@cba.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor and Practice Principal
Location
Greater Brisbane Area, Australia, Australia
Company size
Who is Michael Stevens? Overview
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Quick answer
Michael Stevens is listed as Senior Financial Advisor and Practice Principal at Stevens & Co Financial Services, a company with 3 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a work email signal at cba.com.au and a matched LinkedIn profile for Michael Stevens.
Michael Stevens previously worked as Senior Financial Advisor / Practice Principal at Stevens & Co Financial Services and Practice Principal / Authorised Representative at Mjgm Pty Ltd (Commonwealth Financial Planning). Michael Stevens holds Advanced Diploma Of Financial Services, Financial Planning And Services from Kaplan Professional.
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Email format at Stevens & Co Financial Services
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{first}.{last}@cba.com.au
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Profile bio
About Michael Stevens
I absolutely love the work that I do. Some people work by default, I work as a financial advisor by choice.I believe good financial planning is relatively easy. Over time, it's really about converting income into quality assets that will appreciate in value (and compound 'income') and one day, provide an income back to you. Good financial advice will assist in this long term process.I have been working in Financial Services since 2005, having worked as a Financial Advisor at Commonwealth Bank (current - since mid 2009), Westpac and their independent arm, Magnitude Group.I live in the Southside of Brisbane, married to Jessica with two beautiful young children, Georgia and Micah.
Listed skills include Financial Advisory, Finance, Insurance, Investment Strategies, and 21 others.
Current workplace
Michael Stevens's current company
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Stevens & Co Financial Services
6 roles
Michael Stevens work experience
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Senior Financial Advisor / Practice Principal
Current
Dec 2019 - Present
Practice Principal / Authorised Representative
My new role from 1st of December 2014, will be as Practice Principal and Authorised Representative of Commonwealth Financial Planning, based as a stand alone financial planning office at Graceville.I will be running my own financial planning firm under the Authorisation of Commonwealth Financial Planning.In November 2015, I added 'Mortgage Broking' to my.
Nov 2014 - Nov 2019
Financial Planner
I have been working since mid 2009 as a Financial Advisor with Commonwealth Bank in the Brisbane West area.A financial advisor will primarily provide financial advice in the areas of wealth accumulation, retirement planning and wealth protection (ie personal insurance).My personal approach to financial planning is very consultative in nature. I will spend.
Jul 2009 - Nov 2014
Financial Planner
Magnitude Financial Planning
Magnitude Financial Planning is an independent financial planning dealer group, part of the Westpac Group of Companies.During this time, I provided holistic financial planning advice to clients in the areas of personal insurance, superannuation and retirement planning. Our financial planning advice licence, included advice on direct shares, structured.
Dec 2006 - Jul 2009
Financial Planner
My first Financial Planning role was with Westpac, after working for BT Financial Group for one year providing 'General Advice'.I provided advice in the areas of retirement planning, superannuation, wealth creation (inc gearing) and personal insurance.I was based in the Browns Plains / Acacia Ridge part of South / West Brisbane.
Mar 2006 - Dec 2006
4 education records
Michael Stevens education
Advanced Diploma Of Financial Services, Financial Planning And Services
Diploma Of Financial Services, Financial Planning And Services
Bachelor Of Business Management
Education record
Christian Outreach College
FAQ
Frequently asked questions about Michael Stevens
Quick answers generated from the profile data available on this page.
What company does Michael Stevens work for?
Michael Stevens works for Stevens & Co Financial Services.
What is Michael Stevens's role at Stevens & Co Financial Services?
Michael Stevens is listed as Senior Financial Advisor and Practice Principal at Stevens & Co Financial Services.
What is Michael Stevens's email address?
AeroLeads has found 1 work email signal at @cba.com.au for Michael Stevens at Stevens & Co Financial Services.
Where is Michael Stevens based?
Michael Stevens is based in Greater Brisbane Area, Australia, Australia while working with Stevens & Co Financial Services.
What companies has Michael Stevens worked for?
Michael Stevens has worked for Stevens & Co Financial Services, Mjgm Pty Ltd (Commonwealth Financial Planning), Commonwealth Bank, Magnitude Financial Planning, and Westpac.
How can I contact Michael Stevens?
You can use AeroLeads to view verified contact signals for Michael Stevens at Stevens & Co Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Michael Stevens attend?
Michael Stevens holds Advanced Diploma Of Financial Services, Financial Planning And Services from Kaplan Professional.
What skills is Michael Stevens known for?
Michael Stevens is listed with skills including Financial Advisory, Finance, Insurance, Investment Strategies, Retirement Planning, Superannuation, Wealth Accumulation, and Personal Insurance.
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