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Stephen Cole
BCom MBA DipFP FCPA FFIN
Stockbroker / Financial Adviser
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.
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.
Services and Specialties
Superannuation Advice
Financial Planning
Self-Managed Super Funds
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce (Accounting & Finance)
Tier 1 Margin Lending - Personal Advice
Ethics and Professional Relationships
Certified Practising Accountant
Diploma of Applied Finance and Investment
Diploma of Financial Planning
Master of Business Administration
Associations
Fellow of the CPA
Fellow of the Australian Institute of Company Directors
Fellow of the Financial Services Institute of Australasia
Competencies
Managed Investments
Generic
Securities
Superannuation
Life Insurance
Financial Planning
Margin Lending
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me 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.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.
