Steven Brand
Financial Adviser
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About
Steven Brand is an ASIC-registered financial adviser based in Gisborne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Steven holds a Certificate IV in Finance and Mortgage Broking (2015), a Diploma of Financial Planning (2016), a Self Managed Superannuation Fund Adviser (Personal Advice) certification (2018), and an Advanced Diploma of Financial Planning (2019). These qualifications equip him with the knowledge and skills to provide expert guidance across a range of financial areas. Steven is authorized to provide advice on superannuation, insurance, wealth management and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization allows him to create personalized strategies to meet each client's unique needs. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Steven Brand today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Steven Brand offer?
Steven Brand provides comprehensive advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your specific financial needs and goals.
What qualifications does Steven Brand have?
Steven Brand holds a Certificate IV in Finance and Mortgage Broking, a Diploma of Financial Planning, a Self Managed Superannuation Fund Adviser (Personal Advice) certification, and an Advanced Diploma of Financial Planning. These qualifications demonstrate his commitment to providing informed and professional financial advice.
How can Steven Brand help me with my superannuation?
Steven Brand can provide expert advice on all aspects of superannuation, including contribution strategies, investment options within your super fund, and strategies for drawing down your super in retirement. He can also advise on Self Managed Superannuation Funds (SMSFs).
What is the process of working with Steven Brand?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Steven will then develop a personalized financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will be conducted to ensure your plan remains aligned with your changing needs.
What should I expect from my first meeting with Steven Brand?
During your first meeting with Steven Brand, you can expect a friendly and professional discussion about your financial situation, goals, and concerns. Steven will ask questions to understand your needs and provide an overview of how he can help you achieve your financial objectives. There is no obligation to proceed after the initial consultation.
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