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Stephan Pfister
MFinPlan
Private Client Adviser
I work with the circumstances of my clients to tailor tax effective strategies and investments to achieve their goals.
Stephan has 20 years experience in assisting his clients, plan, implement, manage and protect their Wealth and retirement goals. Stephan completed his Masters of Financial Planning in 2020 and has completed studies in Accounting.
Investment Style
Stephan uses his deep experience of direct market investments and Morgans research capability, to work with his clients to design strategies that suit their particular needs. With a focus on risk management, Stephan has interests in creating medium to long-term portfolios managed through various market conditions.
Services and Specialties
Financial Planning
Investment Advice
Retirement and Estate Planning
Wealth Management
Portfolio Administration
Superannuation Advice
Qualifications and Professional Affiliations
Diploma of Finanacial Planning
Graduate Certificate in Professional Accounting
Master of Financial Planning
Associations
Institute of Public Accountants
Competencies
Generic
Managed Investments
Direct International Equities Trading Adviser
Tax (financial) Adviser
Securities
ASIC Financial Advisers Register
Superannuation
Financial Planning
Life Insurance
FASEA Financial Adviser Exam
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary and percentage of fees.
