The Financial Planning Association of Australia The Financial Planning Association of Australia

Michel Steffan, CFP®

Name Michel Steffan, CFP®
Company Indian Ocean Financial Services
Address Suite 3 31/33 Hosken St
Bluff Point
Geraldton, WA 6530
Phone 08 99500349
Mobile 0466414321
Email [email protected]
Languages German

Mick Steffan is a Certified Financial Adviser and Registered Taxation Agent & Adviser. He has a Bachelor of Business and Master of Taxation with ethical investment and financial planning experience of more than 10 and 15 years respectively. Mick is a director and senior adviser of Indian Ocean Financial Services (IFSWA) in Geraldton, WA. Mick focuses on providing strategic and investment solutions for small business clients, professionals, teachers, blue collar workers and SMSF’s. One of these solutions is the customised ethical share portfolio offered through IFSWA’s administration platform. Mick’s business philosophy includes the minimisation of carbon footprints whilst creating awareness of ethical and sustainable behaviour through available investment choices. Mick and the rest of the team at IFSWA are proud to set the example by: 1) Refunding all investment and insurance commissions if you commit to one of their ongoing service packages. 2) Minimising their business carbon foot print by sourcing 100% of their energy needs from their own renewable energy installation situated on the roof of their building. For more information visit their website or call the offices of IFSWA.

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