Check out Stefan
Stefan has been working as an Self Managed Super Fund (SMSF) specialist for the past 6 years dealing with a diverse range of funds. His philosophy is to ensure the best possible outcome for every client. He is passionate about understanding clients’ needs and maximising their wealth building opportunities whilst ensuring compliance and protection of their SMSF.
Stefan has successfully assisted a number of clients through complex ATO reviews.
Prior to moving to Australia from South Africa, Stefan had a diverse background in Wealth Management and Health & Fitness which provided a solid foundation for his strong interpersonal skills and investment knowledge.
Holding a Bachelor of Commerce in Financial Management from the University of South Africa, Stefan is in the process of taking the next step in his career to become a Certified Financial Planner (CFP).
Stefan is a proud father of two, has become an avid AFL supporter and enjoys the beautiful outdoor climate Queensland has to offer.