Stephenie Hallett
Financial Adviser
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About
Stephenie Hallett is an ASIC-registered financial adviser dedicated to helping clients in Wantirna South and beyond achieve their financial goals. Stephenie holds a Graduate Diploma of Financial Planning from Kaplan Professional (2024), equipping her with a comprehensive understanding of financial strategies and regulations. As an authorised financial adviser, Stephenie provides expert guidance on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Stephenie is committed to providing tailored advice and building long-term relationships with her clients. She understands that everyone’s financial situation is unique and takes the time to understand her client’s specific needs and goals. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Stephenie today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice can Stephenie Hallett provide?
Stephenie Hallett is authorised 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. She can help you with various aspects of your financial life.
What qualifications does Stephenie Hallett have?
Stephenie Hallett holds a Graduate Diploma of Financial Planning from Kaplan Professional (2024).
What is Stephenie Hallett's approach to financial planning?
Stephenie believes in building long-term relationships with her clients and providing tailored advice based on their unique needs and goals. She takes the time to understand your financial situation and create a plan that's right for you.
How can Stephenie Hallett help me with my retirement planning?
Stephenie can help you develop a comprehensive retirement plan that takes into account your current financial situation, your desired lifestyle in retirement, and your risk tolerance. She can also provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.
What should I expect during my first meeting with Stephenie Hallett?
During your first meeting, Stephenie will take the time to understand your financial situation, your goals, and your concerns. She will also explain her services and how she can help you achieve your financial aspirations. This is a great opportunity to ask questions and see if Stephenie is the right financial adviser for you.
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