Neil Stafford
Financial Adviser
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About
Neil Stafford is an ASIC-registered financial adviser based in Southbank, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2001 and certification as a Certified Financial Planner (CFP) from the FPA in 2004, Neil brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with specialized training in Margin Lending & Geared Investments from Kaplan in 2010. As an active member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, Neil stays at the forefront of industry developments, ensuring his clients benefit from the most up-to-date strategies. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, life risk insurance, and securities, and Retirement Savings Accounts, and Government Debt Securities. Neil offers expert guidance in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your assets, Neil can provide personalized solutions to meet your unique needs. Contact Neil Stafford today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Neil Stafford offer?
Neil Stafford provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, life risk insurance, and securities advice. He helps clients build wealth, plan for retirement, and protect their financial future.
What qualifications does Neil Stafford have?
Neil Stafford holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2001. He is also a Certified Financial Planner (CFP) from the FPA since 2004, and completed specialized training in Margin Lending & Geared Investments from Kaplan in 2010.
How does Neil Stafford approach financial planning?
Neil Stafford takes a personalized approach to financial planning, focusing on understanding each client's unique circumstances and goals. He develops tailored strategies to help clients achieve their financial objectives, providing ongoing support and guidance along the way.
What professional memberships does Neil Stafford hold?
Neil Stafford is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to professional standards and ongoing development in the financial advice industry.
What should I expect during my first meeting with Neil Stafford?
During your first meeting with Neil Stafford, you can expect a thorough discussion of your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have, helping you determine if his services are the right fit for your needs.
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