Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Amanda Cole

I met Steven and Olivia through the Telstra Business Awards. I was very impressed with their professionalism and their process, and was also referred to them by another financial planner with significant industry expertise who used Stephen as her super fund manager. That was enough of a recommendation for me! Stephen's work has been of a consistently high standard, with always my best interests at heart. He cares about our relationship and the level of service Aspire Retire offers goes well beyond my expectations.

Matthew Kuhn

Stephen and his team at Aspire Retire Financial Services demonstrate a real passion for their business and their ability to deliver personalised client service to a consistently high quality within the financial planning field. Stephen develops an excellent understanding of his clients' financial affairs prior to assisting clients make the most informed decisions in respect of their finances. He is professional throughout the whole process, from gathering of information through plan development and well into the implementation of same. I have no hesitation in recommending Stephen and his award-winning team to any prospective client due to their truly personal and professional approach to financial planning.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

Education

  • Financial Planning Association of Australia
    CFP, Certified Financial Planner
    -
  • Self Managed Super Fund Professionals Association Australia
    SSA, SMSF Specialist Advisor
    -
  • CPA Australia Program
    CPA, Accounting, Taxation, Financial Planning
    -
  • Griffith University
    B.Com, Accounting, Taxation, Financial Planning
    1987 - 1990

Community

You need to have a working account to view this content. Click here to join now