Stephen Cole

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BCom MBA DipFP FCPA FAICD FFIN

Authorised Representative: 001248367

Stockbroker / Financial Planner

"We live in a complex, ever changing world. It takes experience, knowledge and a stable hand to navigate the challenges. I'm committed to assisting my clients with creating a more secure, comfortable future through education and partnership in a journey."

With a background in accounting and business, and being a Certified Practicing Accountant (CPA Australia) since 2000, Stephen has been assisting clients for almost 25 years. Stephen has created, bought and sold a variety of businesses and understands the mindset of small business and investors.

Services and specialities

  • Financial Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice

Investment Style

Stephen is focused on fundamental analysis. In markets that are subject to the vagaries of momentum and risk on/risk off, he focused on buying value and banking profits where he finds them. Stephen helps clients understand risk and manage it.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Accounting & Finance), The University of New South Wales, 1991
  • Certified Practising Accountant, CPA Australia, 2000
  • Diploma of Applied Finance and Investment, FINSIA, 1999
  • Diploma of Financial Planning, Kaplan Professional, 2016
  • Ethics and Professional Relationships, QUT, 2020
  • Master of Business Administration, Curtin University, 2004
  • Tier 1 Margin Lending - Personal Advice, Kaplan, 2017
Professional Associations
  • Fellow of the Australian Institute of Company Directors
  • Fellow of the CPA
  • Fellow of the Financial Services Institute of Australasia
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hurstville. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.