Stephan Pfister
Financial Adviser
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About
Stephan Pfister is an ASIC-registered financial adviser dedicated to helping individuals and families in Charlestown, NSW, and beyond achieve their financial goals. With a strong foundation in accounting and financial planning, built upon an Advanced Diploma in Accounting from TAFE (2001), a Diploma of Financial Planning from Deakin University (2003), a Graduate Certificate in Professional Accounting from the University of New England (2006) and culminating in a Master of Financial Planning from Deakin University (2020), Stephan possesses the knowledge and experience to provide comprehensive financial advice. As a member of the Institute of Public Accountants (IPA), he adheres to the highest ethical and professional standards. Stephan is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your loved ones from unexpected events • Wealth management strategies to grow and preserve your assets • Investment guidance to help you make informed decisions about your portfolio Stephan is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial world. Contact Stephan today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Stephan Pfister offer?
Stephan Pfister provides advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with retirement planning, investment strategies, insurance needs, and overall wealth management.
What are Stephan Pfister's qualifications and experience?
Stephan holds an Advanced Diploma in Accounting, a Diploma of Financial Planning, a Graduate Certificate in Professional Accounting, and a Master of Financial Planning. He is also a member of the Institute of Public Accountants (IPA), demonstrating his commitment to ethical and professional standards.
What can I expect during my first meeting with Stephan?
During your initial consultation, Stephan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs and objectives. He will explain the plan in clear, easy-to-understand terms and answer any questions you may have.
How does Stephan Pfister stay up-to-date with changes in the financial industry?
Stephan is committed to ongoing professional development. He regularly attends industry conferences, seminars, and workshops to stay informed about the latest trends, regulations, and investment strategies. This ensures that he can provide his clients with the most current and relevant advice.
What is the process for becoming a client of Stephan Pfister?
The first step is to schedule an initial consultation. During this meeting, you will discuss your financial goals and needs. If you decide to proceed, Stephan will work with you to develop a financial plan and implement the strategies outlined in the plan. He will provide ongoing support and guidance to help you stay on track towards achieving your financial objectives.
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