Stephen Farrell
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Stephen Farrell Email & Phone Number

Location: Melbourne, Victoria, Australia 2 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Role
Owner
Location
Melbourne, Victoria, Australia
Company size

Who is Stephen Farrell? Overview

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Quick answer

Stephen Farrell is listed as Owner at Guided Wealth, a with 5 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Stephen Farrell.

Stephen Farrell previously worked as President at Manningham Business Network. Stephen Farrell holds Graduate Diploma Of Financial Planning, Financial Planning from Securities Institute Of Australia.

Company email context

Email format at Guided Wealth

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Guided Wealth

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Profile bio

About Stephen Farrell

As an over-qualified Money Nerd, I've learned through my last 20 years of finance that most people over-complicate their personal finances and focus on the wrong areas. Often I get questions such as; should I buy shares or property? What's the best super fund? Should I pay off my mortgage or save for retirement? All valid questions, but...We need to ask the why before the how. What are you saving for? What does your retirement look like for you? When do you want these goals to happen? What's holding you back from achieving those things? The detail flows from there and that's where I can help.I'll use my experience, knowledge and proven systems to help you make the most of the now and maximise your potential future, whatever that means to you.Let's work together to create a great outcome. Reach out and say Hi today!

Listed skills include Financial Advisory, Strategic Financial Planning, Investments, Wealth, and 17 others.

Current workplace

Stephen Farrell's current company

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Guided Wealth
Guided Wealth
Owner
kew, victoria, australia
Employees
5
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2 roles · 22 years

Stephen Farrell work experience

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Owner

Current

Guided Wealth is a full service, independent financial planning firm based locally in Kew, Victoria but servicing clients from across Australia.We are a fee-only advice business, which we believe provides the ultimate in objectivity for our clients, with 100% commission rebates of all financial products, including insurances.With specialty in young professionals and pre-retirees, we have an avid interest in Self Managed Super Funds & Business Key Person Risk Insurance, and believe strongly that everyone should take an active interest in their own financial goals. We aim to help people achieve peace of mind and live the lifestyle dreams through financial security.

Jul 2008 - Present

President

I was fortunate to head up the Manningham Business Network until June 2011. I have been a Member of the group for about five years, with the first two years as Treasurer (yes, virtually right from the start) and the most recent few years as President. Now I have stepped down and just contribute as a Member when I can.I really enjoy working with the group and feel fortunate that I can help give back to my local business community in such an interesting and dynamic group. I would encourage anyone who has anything to do with Manningham to take a look at the Manningham Business Network, they are a really fantastic group.

2005 - Jun 2011
3 education records

Stephen Farrell education

Graduate Diploma Of Financial Planning, Financial Planning

Securities Institute Of Australia

Won the Retireinvest Award for Dux of Victoria in Superannuation.

Graduate Diploma Of Applied Finance And Investment, Finance

Securities Institute Of Australia
FAQ

Frequently asked questions about Stephen Farrell

Quick answers generated from the profile data available on this page.

What company does Stephen Farrell work for?

Stephen Farrell works for Guided Wealth.

What is Stephen Farrell's role at Guided Wealth?

Stephen Farrell is listed as Owner at Guided Wealth.

Where is Stephen Farrell based?

Stephen Farrell is based in Melbourne, Victoria, Australia while working with Guided Wealth.

What companies has Stephen Farrell worked for?

Stephen Farrell has worked for Guided Wealth and Manningham Business Network.

How can I contact Stephen Farrell?

You can use AeroLeads to view verified contact signals for Stephen Farrell at Guided Wealth, including work email, phone, and LinkedIn data when available.

What schools did Stephen Farrell attend?

Stephen Farrell holds Graduate Diploma Of Financial Planning, Financial Planning from Securities Institute Of Australia.

What skills is Stephen Farrell known for?

Stephen Farrell is listed with skills including Financial Advisory, Strategic Financial Planning, Investments, Wealth, Superannuation, Retirement Planning, Small Business, and Financial Planners.

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