James Stephan, CFP®


Name James Stephan CFP®
Company Stephan Independent Advisory
Address 5 Porter Street
Hawthorn East, VIC 3123
Phone 03 90772906
Website www.siadvisory.com.au

James has always been a numbers man. After he finished high school he seriously considered becoming an actuary, after some gentle coercion from the Stephan family hierarchy he decided to complete a Bachelor of Business (Fin plan) at RMIT University. James has a meticulous eye for financial strategy and takes the lead in managing the technical advice side at Stephan Independent Advisory Pty Ltd. James has spent time at various Melbourne Universities educating the next crop of financial planning professionals.

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