Jeffrey Stella
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Jeffrey Stella is an ASIC-registered financial adviser based in Pottsville, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Planning from the Financial Advice Association Australia (2003), and further studies in Margin Lending and Geared Investments (Kaplan Education, 2010), Self Managed Superannuation Funds (Mentor Education, 2012), and an Advanced Diploma of Financial Planning (Mentor Education, 2013), Jeffrey possesses a wealth of knowledge and experience in the financial services industry. As an authorized financial adviser, Jeffrey can provide expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jeffrey is committed to providing tailored financial solutions to meet each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jeffrey Stella today to schedule a consultation and discuss your financial needs.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jeffrey Stella offer?
Jeffrey Stella provides 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 Jeffrey Stella have?
Jeffrey holds a Diploma of Financial Planning from the Financial Advice Association Australia (2003), and has completed studies in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and holds an Advanced Diploma of Financial Planning.
How can Jeffrey Stella help me plan for retirement?
Jeffrey can assess your current financial situation, understand your retirement goals, and develop a personalised plan to help you achieve a comfortable and secure retirement. This includes advice on superannuation, investments, and other retirement income strategies.
What is the process of working with Jeffrey Stella?
The process typically involves an initial consultation to understand your financial goals and circumstances, followed by the development of a tailored financial plan. Jeffrey will then implement the plan and provide ongoing support and advice to ensure you stay on track.
What should I expect during my first meeting with Jeffrey Stella?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Jeffrey will listen carefully, ask relevant questions, and provide an overview of how he can help you achieve your objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.