Stephen Pollard
Financial Adviser
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About
Stephen Pollard is an ASIC-registered financial adviser based in Mudgeeraba, Queensland, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Arts from the University of Canterbury (2002), a Diploma of Financial Services (Financial Planning) from the Financial Planning Association of Australia (2005), and an Advanced Diploma of Financial Services from GWM Adviser Services Limited (2007), Stephen possesses a strong foundation of knowledge and experience. Stephen is authorized to provide advice on a range of financial products, including superannuation, insurance, and wealth management solutions. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities, ensuring his clients receive comprehensive and tailored advice. Key services offered by Stephen include: • Superannuation advice • Insurance planning • Wealth management strategies • Investment advice • Retirement planning Stephen is committed to providing personalised financial advice that aligns with your unique circumstances and aspirations. Contact Stephen today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Stephen Pollard offer?
Stephen Pollard provides advice on a broad range of financial products and services, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities.
What qualifications does Stephen Pollard have?
Stephen holds a Bachelor of Arts from the University of Canterbury (2002), a Diploma of Financial Services (Financial Planning) from the Financial Planning Association of Australia (2005), and an Advanced Diploma of Financial Services from GWM Adviser Services Limited (2007).
How does Stephen Pollard approach financial planning?
Stephen takes a personalised approach, working closely with clients to understand their individual financial goals and circumstances. He then develops tailored strategies to help them achieve their objectives.
What can I expect during my first meeting with Stephen Pollard?
During your initial consultation, Stephen will discuss your current financial situation, your goals, and your risk tolerance. This will help him to develop a clear understanding of your needs and how he can best assist you.
Is Stephen Pollard an ASIC-registered financial advisor?
Yes, Stephen Pollard is an ASIC-registered financial advisor.
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