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SP

Stephen Price

Financial Adviser

Integer Financial Group
Scoresby, VIC 3179

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About

Stephen Price is an ASIC-registered financial adviser based in Scoresby, Victoria, dedicated to helping individuals and families achieve their financial goals. Stephen's commitment to excellence is reflected in his academic achievements, holding a Bachelor of Commerce from Deakin University with majors in Electronic Commerce Management and Financial Planning (2004), as well as a Graduate Certificate in Business (Finance) from Queensland University of Technology (2012). Authorised to provide advice on a comprehensive range of financial products, Stephen can assist with superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Stephen takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Stephen is passionate about empowering clients to make informed financial decisions and build a secure future. Contact Stephen today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000522942

Verify on ASIC Register

Authorised Representative Number

000306281

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Stephen Price offer?

Stephen Price provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, and investments such as Investment Life Insurance and Securities.

What qualifications does Stephen Price have?

Stephen holds a Bachelor of Commerce (majoring in Electronic Commerce Management and Financial Planning) from Deakin University and a Graduate Certificate in Business (Finance) from Queensland University of Technology.

How does Stephen Price approach financial planning?

Stephen takes a holistic and tailored approach, considering each client's unique circumstances and goals to develop personalised financial strategies.

What can I expect during my first consultation with Stephen Price?

During your first consultation, Stephen will discuss your current financial situation, your goals, and your risk tolerance to gain a comprehensive understanding of your needs. This will allow him to develop a preliminary financial plan tailored to you.

Can Stephen Price help me with retirement planning?

Yes, Stephen specialises in retirement planning and can help you create a strategy to build a secure and comfortable retirement.

Get in Touch

Contact Stephen directly for personalised advice.

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