Stephen Collier Email & Phone Number
@wealthwise.com.au
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Who is Stephen Collier? Overview
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Stephen Collier is listed as Financial Planner at Hostplus, a with 259 employees, based in Greater Perth Area, Australia. AeroLeads shows a work email signal at wealthwise.com.au and a matched LinkedIn profile for Stephen Collier.
Stephen Collier previously worked as Financial Planner at Maritime Super and Senior Financial Planner at Wealthwise Financial Planning. Stephen Collier holds Advance Diploma, Financial Planning from Kaplan Professional.
Email format at Hostplus
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AeroLeads found 1 current-domain work email signal for Stephen Collier. Compare company email patterns before reaching out.
About Stephen Collier
I am a financial adviser and have been involved in the financial services industry for over 20 years, having previously worked for a number of major industry funds and the ANZ.I am originally from Melbourne, but moved to Perth in 2007, with my wife so we could raise a family. I enjoy spending time with my family, particularly my three young children, playing golf, watching AFL and cricket and am actively involved in my children’s sporting activities.Since starting in financial services in 2000, I have had an opportunity assist clients to achieve attainable goals that allow for greater financial independence and to help protect them along the journey whilst looking to meet those goals. I am driven to provide holistic advice that can provide clients with positive outcomes in the short, medium and long term and assisting clients to better understand their goals so that we can look at strategies that will enhance their overall financial position.I hold the following qualifications:• Bachelor of Business• Diploma of Financial Planning• Advanced Diploma of Financial PlanningI believe strongly in providing client focused, holistic advice with each individual I meet having differing life experiences, financial situations and goals. Allowing for this it is my goal to provide a detailed financial plan to assist you in meeting your goals, whether it’s regarding:• Superannuation and retirement planning• Centrelink• Personal insurances• Investments and wealth creation• Cashflow and tax effective strategies
Listed skills include Financial Planning, Retirement Planning, Superannuation, Pension Funds, and 12 others.
Stephen Collier's current company
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Stephen Collier work experience
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Financial Planner
Senior Financial Planner
Financial Planner
This role under the IFS License is designed to provide support to the Australian Catholic Super business by developing productive relationships with customers and proactively offer advice, products and services to meet their needs.- Industry Fund Services Financial Planning Team of the Year - ACSRF (2016).- Growth and development of new business whilst working in conjunction with Fund Business Development Managers (2014-16).
Financial Planner
Promoted to Financial Planner role in January 2010. This role built the ANZFP business by developing productive relationships with customers and proactively offer advice, products and services to meet their needs. Operated under a fee of service client proposition which is strategy based to best meet clients' interests, needs and objectives.
Financial Planning Support Officer
Provided administration and internal customer service support to the ANZFP organisation. Maximised productivity and revenue outcomes, whilst observing prudent cost management. Working as a Financial Planning Support Officer with ANZ provided a strong foundation and experience in dealing with ongoing client relationships and managing their needs and requirements effectively.
Claims And Pensions Consultant
Establishment and ongoing management of member pensions and customer claim files. This role provided a comprehensive understanding of the administration processes involved within the superannuation industry.
Member Services Consultant / Secretariat
Worked directly with the funds members and employers, providing client seminars and one-on-one meetings to allow for better education around their superannuation and the funds offerings / product suite. Directly involved in assisting the fund grow from a small fund to a significantly larger organisation (nb. first started with the fund in 2000 and was involved in administration, secretariat and compliance functions during my time with the company).
Colleagues at Hostplus
Other employees you can reach at hostplus.com.au. View company contacts for 259 employees →
Paul Ocallaghan
Colleague at HostplusOnkaparinga Hills, South Australia, Australia
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Yusuf Gain
Colleague at HostplusAdelaide, South Australia, Australia
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Philip Timewell
Colleague at HostplusMelbourne, Victoria, Australia
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Lloyd Luo
Colleague at HostplusMelbourne, Victoria, Australia
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JW
Jennifer Wilkie Byrne
Colleague at HostplusAdelaide, South Australia, Australia
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Reuben Archer
Colleague at HostplusMelbourne, Victoria, Australia
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SB
Stephen Berry
Colleague at HostplusGreater Melbourne Area, Australia
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Gabrielle Blair
Colleague at HostplusMelbourne, Victoria, Australia
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HF
Hpsmileadgen Forms
Colleague at HostplusMelbourne, Victoria, Australia
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John Ho
Colleague at HostplusMill Park, Victoria, Australia
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Stephen Collier education
Advance Diploma, Financial Planning
Bachelor’S Degree, Business - Marketing And Management
Frequently asked questions about Stephen Collier
Quick answers generated from the profile data available on this page.
What company does Stephen Collier work for?
Stephen Collier works for Hostplus.
What is Stephen Collier's role at Hostplus?
Stephen Collier is listed as Financial Planner at Hostplus.
What is Stephen Collier's email address?
AeroLeads has found 1 work email signal at @wealthwise.com.au for Stephen Collier at Hostplus.
Where is Stephen Collier based?
Stephen Collier is based in Greater Perth Area, Australia while working with Hostplus.
What companies has Stephen Collier worked for?
Stephen Collier has worked for Hostplus, Maritime Super, Wealthwise Financial Planning, Industry Fund Services, and Anz.
Who are Stephen Collier's colleagues at Hostplus?
Stephen Collier's colleagues at Hostplus include Paul Ocallaghan, Yusuf Gain, Philip Timewell, Lloyd Luo, and Jennifer Wilkie Byrne.
How can I contact Stephen Collier?
You can use AeroLeads to view verified contact signals for Stephen Collier at Hostplus, including work email, phone, and LinkedIn data when available.
What schools did Stephen Collier attend?
Stephen Collier holds Advance Diploma, Financial Planning from Kaplan Professional.
What skills is Stephen Collier known for?
Stephen Collier is listed with skills including Financial Planning, Retirement Planning, Superannuation, Pension Funds, Fixed Annuities, Insurance, Risk Management, and Wealth Management.
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