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

Stephen Farrell, AFP®


Name Stephen Farrell AFP®
Company Guided Wealth
Address Suite 309
737 Burwood Road
Hawthorn East, VIC 3123
Phone 1 3000 23842
Website www.guidedwealth.com.au

Guided Wealth

At Guided Wealth we are focused on providing high quality financial advice to Professionals and Small Business Owners. The business started in 2008, originally located in Doncaster East, Victoria; it is now based in Hawthorn East.

We are a client centric, flat fee practice helping people Establish, Grow and Protect their wealth.

Stephen Farrell, Director & Senior Financial Planner

Stephen has over a decade of experience in the financial services sector and has a Bachelor of Commerce from the University of Melbourne. Stephen also has a Graduate Diploma of Applied Finance & Investment and a Graduate Diploma of Financial Planning, both from the Securities Institute.

Stephen has a strong background with small businesses, and their owner operators, with experience across business structures, planning, key man risk insurance, succession planning and investing via multiple entities or structures.

Self Managed Super Funds are also a key area of expertise for Stephen, who believes their flexibility and control, for the right investor, is invaluable.

< Prev Page