Stephen Goodwin
Financial Adviser
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About
Stephen Goodwin is an ASIC-registered financial adviser based in Miranda, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on comprehensive education and ongoing professional development, Stephen holds a Diploma of Financial Services (Financial Planning) from Intellitrain (2012), DDFP5v1 Tax for Financial Advising from Kaplan Higher Education Pty Limited (2016), an Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2018), a Self Managed Superannuation Funds certification from Kaplan Higher Education Pty Limited (2018), and is working towards a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2025). Stephen is authorized to provide advice on a wide range of financial products, ensuring tailored solutions for each client's unique circumstances. His expertise includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing clear, straightforward advice to help you make informed decisions about your financial future. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Stephen today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Stephen Goodwin provide?
Stephen Goodwin is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Stephen Goodwin have?
Stephen Goodwin holds a Diploma of Financial Services (Financial Planning), DDFP5v1 Tax for Financial Advising, an Advanced Diploma of Financial Planning, a Self Managed Superannuation Funds certification, and is working towards a Graduate Diploma of Financial Planning.
What can I expect during my first meeting with Stephen Goodwin?
During your initial consultation, Stephen 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.
How can Stephen Goodwin help with my retirement planning?
Stephen can provide comprehensive retirement planning advice, including strategies for maximizing your superannuation, creating a sustainable income stream, and managing your investments throughout retirement.
Why should I choose Stephen Goodwin as my financial adviser?
Stephen Goodwin is committed to providing clear, straightforward advice, backed by a strong educational foundation and a dedication to ongoing professional development. He focuses on building long-term relationships with his clients, helping them achieve their financial goals with confidence.
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