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

Stephen Luman, AFP®


Name Stephen Luman AFP®
Company Wahlstrom Financial Services
Address Level 5
128 Bundall Road
Bundall, QLD 4217
Phone 07 55740667
Mobile 0414867675
Website www.wfsqld.com.au

"Life's better when the Sun's out" will always be one of my favourite sayings, but as all of my new & existing clients know: I have recently merged my business with leading Gold Coast Advice firm, Wahlstrom Financial Services (WFS).

Being part of a larger team (I am a Senior Adviser in a team of 5 Advisers, 11 Administrative support staff), allows me to focus on developing the areas of advice that mean the most to my clients, as well as providing a more streamlined and efficient implementation and advice support service for an exceptional client experience.

If you're coming across my profile for the first time: I've been a qualified Financial Adviser for 10 years, and my extensive background in finance and property investment/development, as well as my SMSF and TPB accreditations enable me to provide well-rounded and holistic advice with practical strategies to help my clients achieve the type of financial success that just can't be learned from reading books.

No matter what stage you are in life, the road to success is always under construction, and sometimes you need to take a detour and embrace new beginnings.

That's why I merged my business with WFS, and that's why I will always strive to deliver the best financial services to my new and existing clients.

To find out more about WFS or arrange a meeting, please click on the link below and you’ll be directed to the WFS website: www.wfsqld.com.au

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