Stefan Miller
Financial Adviser
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About
Stefan Miller is an ASIC-registered financial adviser based in Sydney, NSW. With a solid foundation built upon a Bachelor of Commerce from the Australian National University (1997), Stefan further solidified his expertise by becoming a Chartered Accountant with Chartered Accountants Australia and New Zealand (CA ANZ) in 2001. He also holds a Diploma of Financial Services (Financial Planning) from Kaplan (formerly FINSIA) obtained in 2006, and a Diploma of Finance and Mortgage Broking Management from South Western Institute (2010). Stefan is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive tailored solutions to meet their unique needs. These include superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key Services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance, Stefan offers personalized and professional financial advice. Contact Stefan today to discuss your financial goals and secure your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Stefan Miller provide?
Stefan Miller provides advice on superannuation, insurance, wealth management, and retirement planning, as well as investment products like Investment Life Insurance, Life Risk Insurance and Securities.
What qualifications does Stefan Miller have?
Stefan Miller holds a Bachelor of Commerce from the Australian National University, is a Chartered Accountant with Chartered Accountants Australia and New Zealand, and holds diplomas in Financial Services (Financial Planning) and Finance and Mortgage Broking Management.
What is the process for becoming a client of Stefan Miller?
The process typically involves an initial consultation to discuss your financial goals and current situation, followed by the development of a tailored financial plan. Stefan will then work with you to implement the plan and provide ongoing support.
Can Stefan Miller help me with my superannuation?
Yes, Stefan is authorized to provide superannuation advice, including advice on contribution strategies, investment options, and retirement planning.
What can I expect when working with Stefan Miller?
You can expect personalized, professional, and ethical financial advice tailored to your individual needs and goals. Stefan is committed to building long-term relationships with his clients and helping them achieve financial security.
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