Stephen Cleary
Financial Adviser
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About
Stephen Cleary is an ASIC-registered financial adviser based in Moorabbin, VIC, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Stephen holds a Master of Financial Planning from Kaplan Higher Education Pty Ltd (2022), complementing his Graduate Diploma (2021), Diploma (2015), ASIC Certificate III (2011), and Bachelor of Commerce from Monash University (2010). This extensive education ensures he provides well-informed and strategic advice tailored to each client's unique situation. Stephen is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His comprehensive approach allows him to address all aspects of your financial well-being. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Strategic wealth management to grow your investments • Tailored retirement planning for a secure future • Investment guidance to navigate the complexities of the market Ready to take control of your financial future? Contact Stephen today to schedule 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 Stephen Cleary offer?
Stephen Cleary offers advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you with everything from growing your investments to protecting your assets and planning for a comfortable retirement.
What qualifications does Stephen Cleary have?
Stephen Cleary holds a Master of Financial Planning from Kaplan Higher Education Pty Ltd, along with a Graduate Diploma, Diploma and ASIC Certificate III. He also has a Bachelor of Commerce from Monash University.
What is the process for working with Stephen Cleary?
The process typically starts with an initial consultation to understand your financial goals and current situation. Stephen will then develop a tailored financial plan to help you achieve your objectives. Regular reviews are conducted to ensure your plan remains aligned with your evolving needs.
How can Stephen Cleary help me with my superannuation?
Stephen can provide advice on choosing the right superannuation fund, consolidating your super accounts, and developing a strategy to maximise your retirement savings. He can also help you understand the different investment options available within your super fund.
What should I expect during my first meeting with Stephen Cleary?
During your first meeting, Stephen will take the time to understand your financial goals, current situation, and risk tolerance. He'll explain his services in detail and answer any questions you may have. The goal is to establish a strong foundation for a long-term, successful partnership.
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