|Name||Stephen Haug, CFP®|
|Address||399A Lennard St
Dianella, WA 6059
During the first point of contact with Stephen it will become apparent that his client’s goals are his main priority. Whether clients are planning for a family, preparing for retirement, or running their own business, purchasing a property, looking to invest, or just starting out in working life, he understands that no two clients are the same.
Stephen has been in the financial services industry for 30 years, and completed his studies in Financial Planning in 2001. Having originally started his financial services career as banker, Stephen realised that his true passion is helping people with holistic professional financial advice and product solutions.
Approaching a financial adviser can seem daunting at first, however Stephen ensures his clients have a positive experience. By exploring his client’s current situation and assisting them in discovering what is really important to them, he will help to articulate short, medium and long term goals that become the foundation of his advice.
Stephen is committed to being part of the journey with his clients and providing them with high quality service and advice. With a very approachable demeanour, he explains strategies in an easy to understand way, ensuring his clients are informed and confident each step of the way.
Stephen strives to uphold the highest standards of compliance and ethics, and is a member of the Financial Planning Association of Australia (FPA), in addition to being a Certified Financial Planner®, with specialist accreditation in Self-Managed Superannuation Funds, business insurance strategies and retirement income streams.