Stephen Gulbrandson

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BBus GCertAppFin AdvDipFP

Authorised Representative: 000418001

Private Client Adviser / Partner of Milton Office

"My objective is to deliver client-driven, comprehensive financial advice in a quality-conscious environment. I use proven financial strategies and investment knowledge to improve my clients’ lifestyles at all stages of life."

Steve has been working in financial services since graduating from university in 2006. He has extensive experience in investment, portfolio management, superannuation and retirement planning, insurance and financial planning strategies.

Services and specialities

  • Financial Planning
  • Superannuation Advice
  • Retirement and Estate Planning
  • Stockbroking
  • Self Managed Super Funds
  • Wealth Management

Investment Style

Steve takes a targeted and deliberate approach to providing holistic advice. He uses strategy and portfolio construction to meet clients’ goals and objectives, while managing risk throughout the investment cycle.

Industry Education & Experience

Qualifications
  • Advanced Diploma of Financial Planning, IIT, 2013
  • Bachelor of Business, University of Tasmania, 2007
  • Graduate Certificate in Applied Finance, Kaplan, 2010
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • SMSF Association
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Ipswich. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.