Steven Duldig
Financial Adviser
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About
Steven Duldig is an ASIC-registered financial adviser based in Millicent, SA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Bachelor of Commerce (Accounting & Financial Planning) from Deakin University (2007) and specialized training in Margin Lending & Geared Investments from Kaplan Professional (2010), Steven brings a wealth of knowledge and experience to his practice. As a member of CPA Australia (CPA), Steven adheres to the highest ethical and professional standards, ensuring his clients receive trustworthy and reliable advice. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Steven's commitment to his clients is reflected in his personalized approach and dedication to building long-term relationships. He takes the time to understand each client's unique circumstances and financial aspirations, crafting strategies designed to help them achieve financial security and success. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Steven Duldig today for a consultation and discover how he can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Steven Duldig offer?
Steven Duldig provides advice on a broad spectrum of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Steven Duldig's qualifications and memberships?
Steven holds a Bachelor of Commerce (Accounting & Financial Planning) from Deakin University and has completed specialized training in Margin Lending & Geared Investments from Kaplan Professional. He is also a member of CPA Australia (CPA).
How does Steven Duldig approach financial planning?
Steven takes a personalized approach, focusing on understanding each client's unique circumstances and financial goals. He builds long-term relationships based on trust and provides tailored strategies designed to achieve financial security and success.
What should I expect during my first consultation with Steven Duldig?
During your initial consultation, Steven will discuss your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs. This is an opportunity for you to ask questions and determine if Steven is the right financial adviser for you.
Can Steven Duldig help me plan for my retirement?
Yes, Steven specializes in retirement planning and can assist you in developing a comprehensive strategy to ensure a comfortable and secure retirement. He can provide advice on superannuation, retirement savings accounts, and other investment options to help you achieve your retirement goals.
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