Stephen Wilson

Private Wealth Adviser

“My goal is to enable my clients to achieve their goals and make their lives easier along the way.”

Prior to establishing a career as a sought-after Adviser, Stephen was a Director at Macquarie Bank trading complex structured products and heading up teams and businesses for 17 years. He appreciated having someone trusted and proactive working with him through those years and understands how valuable having such a person is for busy people.

Areas of expertise

  • Wealth Creation
  • Employee Share Schemes
  • Retirement Planning
  • Personal Risk Management
  • SMSFs and Family Trusts

Stephen Wilson loves

  • Time with my growing family, especially watching my children grow. 

Qualifications

  • Masters of Financial Planning (Deakin University)
  • Bachelor of Business (University of Technology, Sydney)
  • Accredited  SMSF Adviser
  • Accredited Listed Products Adviser (ASX ALPA) (Kaplan)

Membership & associations

  • Financial Planning Association of Australia  

Areas of expertise

  • Wealth Creation
  • Employee Share Schemes
  • Retirement Planning
  • Personal Risk Management
  • SMSFs and Family Trusts

Qualifications

  • Masters of Financial Planning (Deakin University)
  • Bachelor of Business (University of Technology, Sydney)
  • Accredited  SMSF Adviser
  • Accredited Listed Products Adviser (ASX ALPA) (Kaplan)

Membership & associations

  • Financial Planning Association of Australia  

Stephen Wilson loves

  • Time with my growing family, especially watching my children grow.