Stephen Degiovanni
Co Founder - Aspire Retire at Aspire Retire Financial Services- Claim this Profile
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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.
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.
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.
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.
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Experience
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Aspire Retire Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Co Founder - Aspire Retire
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May 2003 - Present
Award winning boutique financial planning and wealth management business specialising in strategic financial advice, directly held investment portfolios and self managed super funds for small to medium business owners and middle & upper management executives. Award winning boutique financial planning and wealth management business specialising in strategic financial advice, directly held investment portfolios and self managed super funds for small to medium business owners and middle & upper management executives.
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Financial Advisor
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Dec 1999 - Apr 2003
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Paraplanner
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Oct 1997 - Dec 1999
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Assistant Manager, Senior Accountant
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Jul 1996 - Dec 1999
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Accountant
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1991 - 1995
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Education
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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