Steven Weinmann
Financial Adviser
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About
Steven Weinmann is an ASIC-registered financial adviser based in Adelaide, South Australia, dedicated to helping clients achieve their financial goals through sound advice and strategic planning. Steven holds a Bachelor of Finance and a Bachelor of Commerce (Accounting) from the University of Adelaide, complemented by a Graduate Diploma in Chartered Accounting and a Professional Diploma in Stockbroking. His commitment to ongoing professional development is demonstrated through certifications in Ethics and Professional Relationships, and Client Engagement Skills. Steven is a member of Chartered Accountants Australia and New Zealand (CA ANZ). Steven is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. He specialises in: • Superannuation advice • Wealth management • Securities • Derivatives • Government Debt Securities With a strong foundation in accounting and finance, Steven brings a holistic perspective to financial planning, empowering clients to make informed decisions. Whether you are planning for retirement, managing your wealth, or seeking guidance on superannuation, Steven offers expertise and personalized service. Ready to take control of your financial future? Contact Steven Weinmann today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What financial advice services does Steven Weinmann offer?
Steven Weinmann provides advice on superannuation, wealth management, securities, derivatives and government debt securities. He can tailor solutions to meet your individual financial needs.
What are Steven Weinmann's qualifications?
Steven holds a Bachelor of Finance and a Bachelor of Commerce (Accounting) from the University of Adelaide, a Graduate Diploma in Chartered Accounting, a Professional Diploma in Stockbroking, and certifications in Ethics and Client Engagement Skills.
What is the process for becoming a client of Steven Weinmann?
The first step is to schedule an initial consultation. This allows us to understand your financial situation, goals, and risk tolerance. We will then develop a personalized financial plan to help you achieve your objectives.
What should I expect during my first meeting with Steven Weinmann?
During your first meeting, we will discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity for us to get to know each other and determine how we can best assist you in achieving your financial objectives.
How does Steven Weinmann stay up-to-date with changes in the financial industry?
Steven is committed to ongoing professional development and regularly attends industry conferences, completes continuing education courses, and stays informed about the latest regulatory changes to ensure he provides the most current and relevant advice.
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