Stephanie Stafford
Financial Adviser
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About
Stephanie Stafford is an ASIC-registered financial adviser based in Macquarie Park, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. Stephanie holds a Master of Financial Planning and a Graduate Diploma of Financial Planning from Kaplan Professional, complemented by specialized knowledge in SMSF Regulations and Taxation, and a comprehensive understanding of the Economic and Legal Context for Financial Planning and Taxation for Financial Planning. As a member of the Financial Advice Association of Australia (FAAA), she adheres to the highest ethical and professional standards. Stephanie is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and securities. She specialises in crafting personalised strategies that encompass wealth management, retirement planning, and various insurance products like Investment Life Insurance and Life Risk Insurance, along with expertise in Government Debt Securities and Retirement Savings Accounts. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Stephanie is committed to providing clear, straightforward advice tailored to your unique circumstances. Whether you are planning for retirement, seeking to grow your wealth, or need to protect your assets, Stephanie can help. Contact Stephanie today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Stephanie Stafford offer?
Stephanie Stafford provides advice on superannuation, retirement planning, wealth management, and insurance solutions. She can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Stephanie Stafford have?
Stephanie Stafford holds a Master of Financial Planning and a Graduate Diploma of Financial Planning from Kaplan Professional. She also has specialized knowledge in SMSF Regulations and Taxation.
How does Stephanie Stafford develop a financial plan for her clients?
Stephanie works closely with each client to understand their financial situation, goals, and risk tolerance. She then develops a personalized financial plan that addresses their specific needs and helps them achieve their objectives.
Is Stephanie Stafford a member of any professional associations?
Yes, Stephanie Stafford is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to ethical and professional standards.
What can I expect during my first consultation with Stephanie Stafford?
During your first consultation, Stephanie will discuss your financial goals, current situation, and any concerns you may have. This meeting will help her understand your needs and determine how she can best assist you in achieving your financial objectives.
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